# EDGEHELM FINANCIAL

EDGEHELM FINANCIAL of NASHVILLE, TN is an SEC-registered investment adviser.

## Registration

- CRD: 305015
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305015/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305015/similar
- Related entities: https://search.stillhousedata.com/firm/305015/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305015

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.