Inside Edge Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 315864
- Website
- insideedgecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.13%
- Individuals15.63%
- Corporations / Businesses1.24%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Inside Edge Capital Management, LLC is an independent, individual-owned advisory firm that serves primarily individual and family clients. The firm acts as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Its fee model combines asset-based fees and fixed fees. The firm is state-registered in Massachusetts, New York, and Texas and is classified as a limited liability company. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Kyle Wasson
COOCRD 6416906
Contacts
1 of 1
Todd Gordon
FounderCRD 4731474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations