Inside Edge Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inside Edge Capital Management LLC serves individual and high‑net‑worth clients through discretionary portfolio management, financial planning, and public educational seminars and workshops. As of January 2026 the firm managed about $44.8 million across two advisors and roughly 46 client accounts and generally charges percentage‑of‑AUM advisory fees.
The firm employs a mix of fundamental, technical, charting and cyclical analysis and implements strategies that range from long‑term holdings to short‑term trading and option writing; it operates with full discretionary authority and may engage sub‑advisors to manage all or a portion of client assets. Consistent with the firm’s stated strategies, Inside Edge may use borrowing (margin) and derivatives in separately managed accounts and conducts periodic account reviews that include tax‑loss harvesting opportunities.
Distinctive features noted in the brochure include the principal’s market‑research business and regular media contributions and the firm’s offering of public seminars, arrangements the firm discloses as potential conflicts and says it mitigates through disclosure and fiduciary procedures. Other notable operational points are a $250,000 account minimum and the firm’s practice of not voting client proxies (clients receive proxy materials directly).
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning flat fee up to $10,000
$500,000 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% Over $5,000,000+: Negotiable
Account minimum: $250,000
Main office
Saratoga Springs NY
Advisors at this office
2
Most active in
Massachusetts · New York · Texas
Also doing business as
Inside Edge · Inside Edge Capital Management LLC · Inside Edge Capital Management, LLC · Inside Edge Capmital Management, LLC · New Age Wealth Advisors LLC
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
Advisors at this firm
Kyle W
CFP®, Series 65
Saratoga Springs, NY
Inside Edge Capital Management, LLC
Kyle Wasson is a CFP® with seven years of industry experience, currently serving as an advisor at Inside Edge Capital Management, LLC. His prior roles include positions at Richard P Slaughter Associates and Austin Yardisan, LLC. Outside of his advisory work, he has experience in landscape and fence business operations. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing.
Todd G
Series 65
Saratoga Springs, NY
Inside Edge Capital Management, LLC
Todd Gordon is a financial advisor with Inside Edge Capital Management, LLC, holding a Series 65 designation and four years of industry experience. He is the founder of Plan My Trade LLC, providing investment research, and has contributed to NBC Universal as a TV contributor since 2010. Additionally, he is a minority owner of Upstate Distilling Company. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and manages approximately $44.8 million across two advisors.
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