Edgemont Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$55,014,068
Clients
32
Advisors
1
of 1 employees
About
Edgemont Investment Management, LLC provides discretionary investment supervisory services and manages advisory accounts for individuals, trusts and estates, corporations, and pension and profit‑sharing plans. The firm reports managing approximately $60.8 million across a limited number of client relationships and monitors accounts on a quarterly basis with at least annual client reviews.
The firm evaluates each client’s financial circumstances, goals and risk tolerance to recommend an asset allocation and then selects individual equities, bonds and mutual funds using both fundamental and technical analysis. It emphasizes tax‑aware portfolio construction through individually managed accounts and employs a range of implementation strategies — including long‑ and short‑term holdings, trading, option writing, short sales and margin transactions — tailored to each client’s needs.
What is distinctive about Edgemont relative to many peers is its explicit work with pension and profit‑sharing plans and its provision of pension consulting services, a service set that is uncommon among independent advisers. The combination of a small client base with a relatively large asset pool, a focus on tax‑efficient individualized portfolios, and the use of active trading tools and derivatives distinguishes its approach from many similarly sized firms.
Client services
Expertise
Fee options
$0 - $1,500,000: 1.0% $1,500,000 - $3,000,000: 0.90% $3,000,000+: 0.85%
Main office
Las Vegas NV
Advisors at this office
1
Most active in
California · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting 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
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