EDM CAPITAL, LLC

Overview

EDM Capital, LLC is an independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm focuses on discretionary portfolio management and financial planning for individuals and small businesses, and it also conducts selection of third‑party advisers when clients need access to specialized managers. EDM Capital operates as a capital allocator, blending listed equity exposure with allocations to third‑party alternative managers to achieve client objectives. Investment activity centers on liquid, exchange‑traded equities as the primary risk engine, while the firm supplements equity exposure with private market and real‑asset allocations to broaden return sources and diversify portfolio risk. EDM Capital reports it is not an active ESG investor and does not operate as a multi‑state adviser. Its business model targets higher‑net‑worth individual and family accounts with customized portfolio construction and access to external alternative fund managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices