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EDGEMONT INVESTMENT MANAGEMENT, LLC

CRD 114136

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$60.8M

Discretionary AUM

$55.0M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals12$5.2M
High net worth individuals20$49.8M
Pension/profit sharing plans2$5.8M

All web addresses on file

Official SEC filing: View on IAPD