EDGEMONT INVESTMENT MANAGEMENT, LLC

EDGEMONT INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 114136). Regulatory assets under management: $60.8M.

Registration

• CRD: 114136
• Type: Registered investment adviser
• Phone: 512-659-4175
• Latest filing: 2026-03-23
• Regulatory AUM: $60.8M
• Discretionary AUM: $55.0M
• Non-discretionary AUM: $5.8M
• Clients: 1
• Accounts: 87

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114136 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search