A complete list of active advisors currently associated with Eden Capital Management, LLC

Warmer can help you find a great advisor at Eden Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Eden Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.