EDGAR INVESTMENT MANAGEMENT, LLC

EDGAR INVESTMENT MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 159196). Regulatory assets under management: $13.2M.

Registration

• CRD: 159196
• Type: Registered investment adviser
• Location: 12246 QUEENSTON BLVD, HOUSTON, TX, 77095
• Phone: 832-680-4272
• Latest filing: 2026-03-18
• Regulatory AUM: $13.2M
• Discretionary AUM: $13.1M
• Non-discretionary AUM: $103K
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159196 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search