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William O

Series 65

Bradenton, FL

Eden Capital Management, LLC

William Ockerman is a financial advisor at Eden Capital Management, LLC in Bradenton, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Eden Capital Management, he served in the U.S. Army from 2016 to 2025. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, focusing primarily on larger account sizes. The firm employs a fundamental analysis and buy-and-hold investment approach, concentrating portfolios in equities, fixed income, and cash equivalents with an emphasis on financial-services names.

Concentrated stock management Active portfolio management Wealth management
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Joseph C

Series 65

Bradenton, FL

Eden Capital Management, LLC

Joseph Conlin is a financial advisor at Eden Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and previously served in the United States Army. Eden Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, typically focusing on larger account sizes. The firm employs a fundamental, buy-and-hold investment approach with concentrated portfolios often overweight in financial-services sectors.

Concentrated stock management Active portfolio management Wealth management
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Douglas E

Series 65

Bradenton, FL

Eden Capital Management, LLC

Douglas Eden is a financial advisor at Eden Capital Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Eden Capital Management since 2016. Mr. Eden serves on the Board of Directors of Hawthorn Bancshares, Inc., a publicly traded bank holding company. Eden Capital Management provides discretionary portfolio management and investment advice primarily to individuals, trusts, and retirement accounts with larger account sizes. The firm emphasizes fundamental analysis and a buy-and-hold strategy, focusing on equities with specific valuation characteristics and concentrated portfolios that are often overweight financial-services names.

Concentrated stock management Active portfolio management Wealth management
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