EDM CAPITAL, LLC

EDM CAPITAL, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 287669). Regulatory assets under management: $58.2M.

Registration

• CRD: 287669
• Type: Registered investment adviser
• Location: 3101 N. CENTRAL AVE., PHOENIX, AZ, 85012
• Phone: 760-832-1642
• Latest filing: 2026-03-24
• Regulatory AUM: $58.2M
• Discretionary AUM: $58.2M
• Clients: 1
• Accounts: 267

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287669 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search