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EDGEHELM FINANCIAL
EDGEHELM, LLC
CRD 305015
40 BURTON HILLS BLVD., SUITE 200, NASHVILLE, TN, 37215, United States
Phone
615-430-1619
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.0M
Discretionary AUM
$1.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; OBA: BUSINESS MGMT/FAMILY OFFICE SERVICES
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.6M |
| High net worth individuals | 22 | $60.0M |
| Pension/profit sharing plans | 6 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD