Eddleman & Eddleman Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,985,000
Clients
120
Advisors
2
across 2 offices
About
Eddleman & Eddleman advises individuals, businesses, trusts, family offices and other legal entities, offering discretionary portfolio management, financial planning, and one‑time project analyses. The firm also operates an affiliated registered accounting practice that provides tax, payroll, outsourced CFO and attest services, and a separate venture capital entity that may act as a general partner for non‑public offerings to accredited investors.
Investment decisions are guided by an academic, evidence‑based approach that emphasizes Modern Portfolio Theory, multifactor models and statistical analysis rather than stock‑picking or market timing. Portfolios are implemented with written investment policy statements, periodic reviews and limited discretionary trading authority intended to align risk and return for long‑term strategies.
What distinguishes this firm from many similarly sized RIAs is the combination of an affiliated accounting firm and a fund/syndication vehicle, which allows cross‑disciplinary services (and requires disclosed procedures to address conflicts of interest). The firm operates on a fee‑only basis, avoids commission sales, and may, in limited circumstances, offer performance‑based fee arrangements for non‑public investments.
Client services
Expertise
Occupation focus
Fee options
Flat fees ranging from $500 to $25,000 for one-time projects depending on complexity
Hourly rate of $300 per hour for one-time projects or financial planning
Performance-based fees (fulcrum fees) may be used, particularly for non-public assets, but no clients currently use this
Minimum fee: Minimum fixed or hourly billing amount may be required if assets are less than $100,000 Fee-only: Fees based on percentage of assets under management, fixed fees, or hourly rates; no commissions
Main office
See office36 Sandstone Circle, Suite E
Jackson TN 38305
Advisors at this office
1
Offices (2)
Most active in
Arizona · Tennessee · Texas
Also doing business as
Archetype Investment Advisors Inc · Archetype Investment Advisors, LLC · Arnold & Arnold · Eddleman & Eddleman Inc · Eddleman & Eddleman, Inc. · Eddleman & Eddleman, LLC · Eddleman Venture Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Christopher A
Series 63, Series 66
Sachse, TX
Eddleman & Eddleman Inc
Christopher Arnold is a financial advisor with Eddleman & Eddleman Inc, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His work history includes roles at JMFA, Gall's LLC, Faro Technologies, W.W. Grainger, and Archetype Investment Advisors. Outside of his advisory duties, he serves as a Field Consultant with John M Floyd & Associates, working with banks and credit unions. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities through discretionary portfolio management, financial planning, and project analyses. The firm combines investment management with affiliated accounting services and a venture capital vehicle, utilizing an academic, evidence-based approach to portfolio construction focused on long-term strategies.
Noel E
Series 63, Series 65
Jackson, TN
Eddleman & Eddleman Inc
Noel Eddleman is a financial advisor at Eddleman & Eddleman Inc with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firm since 2005, with prior experience at Next Financial Group, Inc. and a long tenure at Union University. Outside of advising, he serves in leadership roles on several boards, including a Christian media company and various businesses related to real estate and construction. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities, providing discretionary portfolio management, financial planning, and project analyses. The firm employs an academic, evidence-based investment approach and combines these services with an affiliated accounting practice and a venture capital entity.
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