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 provides discretionary portfolio management and investment advice to individuals, trusts, and retirement accounts, generally targeting larger account sizes (the firm notes a typical target above $500,000) while accepting a range of individual and high-net-worth clients. Its services focus on managing equities, fixed income and cash equivalents and follow an asset-based advisory model common in the category. The firm’s investment process emphasizes fundamental analysis and a buy-and-hold discipline, selecting equities that pay dividends, exhibit low P/E and low beta characteristics, and—for financial companies—trade at attractive levels of tangible book value; fixed-income decisions incorporate issuer credit and tax considerations. Portfolios are intentionally concentrated (typically 12–15 positions), are often overweight financial-services names (banks, insurers and REITs), and the firm generally manages client accounts under discretionary authority while keeping minimal cash balances. Noteworthy features include recent SEC registration tied to growth in regulatory assets and a principal’s service on the board of a publicly traded bank holding company that is also a core holding for some client accounts; the firm discloses that relationship, enforces trading blackout periods, and gave clients the opportunity to liquidate before restrictions took effect. Eden Capital also uses third‑party research available through its custodian under soft‑dollar arrangements and maintains written trading policies intended to prioritize client executions and manage personal trading conflicts.
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.
Name |
Location |
Years of experience |
|---|---|---|
Bradenton, FL
| 1
| |
Bradenton, FL
| 10
| |
Bradenton, FL
| 1
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)