EDMP, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$141,438,325
Clients
114
Advisors
3
of 3 employees
About
EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individual clients (including high‑net‑worth individuals) as well as institutional clients such as pension or profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm offers three dedicated portfolio products — a Total Return equity strategy, a SMID‑cap growth strategy, and an Income strategy — and manages roughly $147 million in client assets across primarily discretionary accounts subject to stated minimums.
The firm’s investment approach emphasizes long‑term ownership and strict adherence to valuation, with strategy‑specific growth targets (large‑cap holdings with targeted above‑10% earnings growth and SMID‑cap holdings with targeted 15–20% earnings growth), attention to balance‑sheet quality, cash flow and dividend growth where appropriate. Portfolios are relatively concentrated (typically 25–30 equities), are reviewed at least quarterly, and are rebalanced based on fundamental factors rather than short‑term market timing.
EDMP is affiliated with another registered investment adviser and serves as manager on that adviser’s accounts, routinely trading the same or similar securities across both sets of client relationships and employing block trades when advantageous — a structural arrangement that is less common among peers. Firm principals are also involved with an investment research software tool used by the practice, and EDMP maintains formal policies and procedures (Code of Ethics, insider‑trading restrictions, trade‑error remediation) and provides daily secure reporting to clients to address potential conflicts and operational controls.
Client services
Expertise
Fee options
1% annually (flat fee arrangement, negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.70% $20,000,001+: Negotiable
Account minimum: $1,000,000
Main office
136 Whitaker Road, Suite A
Lutz FL 33549
Advisors at this office
3
Most active in
Florida · Louisiana · Texas
Also doing business as
Edmp Inc · Edmp, Inc. · Great Companies, Inc.
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.
Advisors at this firm
Colton C
Series 65
Lutz, FL
EDMP, Inc.
Colton Carnevale is a Series 65-licensed advisor at EDMP, Inc. with eight years of industry experience. He has worked at EDMP since 2018 and is also involved with FAST Graphs, Inc., a subscription service for equity research. Carnevale previously worked at Valu-U, LLC starting in 2025. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individuals and institutional clients. The firm focuses on long-term ownership with disciplined valuation criteria and manages portfolios that typically hold 25–30 equities, emphasizing fundamental factors in rebalancing decisions.
Julie C
Series 63
Lutz, FL
EDMP, Inc.
Julie Carnevale is a financial advisor at EDMP, Inc. with 32 years of industry experience. She holds a Series 63 designation and has held senior vice president roles at EDMP, Inc., Fundamentals Investment Alliance Group, Inc., and FAST Graphs, Inc. since the early 1990s. FAST Graphs, Inc. is a research tool provider where she also serves as senior vice president. EDMP, Inc. provides separately managed equity portfolios to individual and institutional clients, focusing on fundamental and qualitative analysis with a long-term, buy-and-hold strategy. The firm offers distinct Total Return, SMID-cap growth, and Income/dividend-growth strategies, managing relatively concentrated portfolios on a primarily discretionary basis.
Charles C
Series 63, Series 65
Lutz, FL
EDMP, Inc.
Charles Carnevale is a financial advisor at EDMP, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in multiple roles including CEO and President at affiliated entities such as Fundamentals Investment Alliance Group and FAST Graphs, Inc., a research tool company he founded. His career includes leadership positions in portfolio management and investment research. EDMP, Inc. provides investment supervisory services and separately managed account portfolio management to individual and institutional clients. The firm focuses on long-term equity ownership with valuation discipline, managing concentrated portfolios across Total Return, SMID-cap growth, and Income strategies.
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