EDGEHELM FINANCIAL

EDGEHELM FINANCIAL of NASHVILLE, TN is an SEC-registered investment adviser (CRD 305015). Regulatory assets under management: $63.0M.

Registration

• CRD: 305015
• Type: Registered investment adviser
• Location: 40 BURTON HILLS BLVD., NASHVILLE, TN, 37215
• Phone: 615-430-1619
• Latest filing: 2026-01-15
• Regulatory AUM: $63.0M
• Discretionary AUM: $1.5M
• Non-discretionary AUM: $61.5M
• Clients: 1
• Accounts: 72

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305015 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search