Sharpedge Financial

Overview

Sharpedge Financial is a Texas-based independent registered investment adviser organized as an LLC that serves individual and family clients. The firm focuses on traditional advisory activities: financial planning, portfolio management for individuals and small businesses, and pension consulting. Its business model uses a mix of percentage-of-AUM billing and fixed fees. The firm is owned by an individual advisor and does not present itself as a capital allocator. Sharpedge manages both discretionary and non-discretionary relationships, and it does not market itself as an active ESG investor or a multi-state advising platform. The advisory scope reflected in filings centers on retail clients rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices