A complete list of active advisors currently associated with Inside Edge Capital Management, LLC

Warmer can help you find a great advisor at Inside Edge Capital Management, LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at Inside Edge 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.