Eden Capital Management, LLC logo

Eden Capital Management, LLC

Updated today

Client assets under management

$94,884,478

Clients

112

31% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

37

Low

Average account size

$847,183

About

Eden Capital Management, LLC provides investment advice and discretionary portfolio management for individuals, trusts and retirement accounts, generally targeting account sizes above $500,000 while maintaining no strict minimum. The firm manages equities, fixed income and cash equivalents for roughly 112 clients and reports approximately $95 million in assets under management.

The firm’s investment approach is grounded in fundamental analysis with an emphasis on dividend-paying, low P/E equities, tangible-book valuation metrics for financials, and a buy-and-hold posture designed to limit turnover and transaction costs. Portfolios are typically concentrated (12–15 positions) with heavier allocations to financial services companies, and fixed-income selections are chosen with issuer credit and client tax considerations in mind; the firm also relies on custodian-provided third‑party research as a supplement to its own analysis.

A few operational features distinguish Eden Capital from many peers: a principal serves on the board of a publicly traded bank holding company that is held as a core investment for the firm and some clients, and the firm often invests alongside clients in the same securities while maintaining written trading policies that prioritize client executions. The firm also reports all client assets under discretionary authority, does not participate in wrap programs, and provides clients with custodial statements directly while declining proxy voting authority on client accounts.

Client services

Portfolio management

Expertise

Concentrated stock management Wealth management

Occupation focus

Military & Veterans

Demographic focus

Approaching retirement

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Fee options

Percentage

0.95% annually for new clients; 0.85% annually for clients prior to January 1, 2025

Other

Account minimum: $500,000

Main office location

Eden Capital Management, LLC

Bradenton FL, United States

Number of offices

1

Most active in

California · Florida · Georgia · North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William O

Series 65

Bradenton, FL

Eden Capital Management, LLC

William Ockerman is a Series 65-licensed financial advisor with Eden Capital Management, LLC, where he has worked since 2025. He has one year of industry experience and previously served in the U.S. Army from 2016 to 2025. Eden Capital Management provides investment advice and discretionary portfolio management to individuals, trusts, and retirement accounts, typically focusing on accounts above $500,000. The firm employs a fundamental analysis approach emphasizing dividend-paying, low P/E equities and concentrated portfolios with a buy-and-hold strategy.

Concentrated stock management Wealth management Military & Veterans Approaching retirement
user avatar

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. His background includes attendance at the United States Military Academy and work experience at the Berkeley Tennis Club. Eden Capital Management provides investment advice and discretionary portfolio management for individuals, trusts, and retirement accounts, typically focusing on accounts above $500,000. The firm employs a fundamental analysis approach emphasizing dividend-paying, low P/E equities and maintains concentrated portfolios with a buy-and-hold strategy.

Concentrated stock management Wealth management Military & Veterans Approaching retirement
user avatar

Douglas E

Series 65

Bradenton, FL

Eden Capital Management, LLC

Douglas Eden is a Series 65–licensed financial advisor at Eden Capital Management, LLC with nine years of industry experience. He has worked with Eden Capital since 2016, with a brief gap in 2016. Mr. Eden serves on the Board of Directors of Hawthorn Bancshares, Inc., a publicly traded bank holding company. Eden Capital Management, LLC provides investment advice and discretionary portfolio management for individuals, trusts, and retirement accounts, generally targeting accounts above $500,000. The firm employs a fundamental analysis approach focused on dividend-paying, low P/E equities and maintains concentrated portfolios with an emphasis on financial services companies.

Concentrated stock management Wealth management Military & Veterans Approaching retirement
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