A complete list of active advisors currently associated with EDM Capital, LLC
Warmer can help you find a great advisor at EDM Capital, LLC or one who fits your needs even better.
EDM Capital is a registered investment adviser that provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts and corporations. The firm implements model portfolios and also supports retirement-plan consulting and IPS development for clients who choose to implement recommendations through the firm. Investment strategies are offered across six risk-based model allocations and three management styles: a traditional smart‑beta multi‑factor approach (using Dimensional Fund Advisors), a tax‑managed option intended to limit short‑term taxable events, and a Catholic/Christian values screening based on U.S. Conference of Catholic Bishops guidance. Portfolios are deployed and monitored through turnkey asset management platforms (including Axxcess Wealth), with periodic rebalancing and annual reviews to keep client allocations aligned with stated objectives. Noteworthy features for an independent, single‑advisor firm include a typical account opening threshold of $2 million (negotiable) and roughly $58.2 million in discretionary AUM across about 69 clients, indicating a tilt toward larger accounts. The firm also has an affiliation with insurance activities — the adviser is licensed to recommend and sell insurance products and discloses related commission conflicts — and the principal’s volunteer role on a substantial Catholic community foundation investment committee suggests additional experience with faith‑based and institutional stewardship.
To learn more about the advisors currently working at EDM Capital, 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 |
|---|---|---|
Phoenix, AZ
| 13
|
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