FINANCIAL EDGE

FINANCIAL EDGE of LEWISVILLE, TX is an SEC-registered investment adviser (CRD 114609). Regulatory assets under management: $51.0M.

Registration

• CRD: 114609
• SEC file number: 801-60619
• Type: Registered investment adviser
• Location: 860 HEBRON PARKWAY, SUITE 602, LEWISVILLE, TX, 75057
• Phone: 972-459-5000
• Latest filing: 2026-02-26
• Regulatory AUM: $51.0M
• Non-discretionary AUM: $51.0M
• Clients: 1
• Accounts: 151

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114609 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search