EDMP, INC.

Overview

Edmp, Inc. is a privately held corporate RIA that has been SEC-registered since 1993. The firm serves both individual and family clients as well as institutional investors, and charges fees based on a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. Edmp, Inc. is classified as unclassified in the snapshot data, is not a multi-state adviser, and does not position itself as an ESG investor or a pension consultant. Ownership is noted as individual rather than a broader institutional ownership structure. The firm shows a clear tilt toward publicly traded equities as its primary implementation vehicle. Exchange-traded equities represent the largest component of reported assets, and custodial relationships are concentrated at Charles Schwab & Co., Inc.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices