EDELMAN FREDRIC MARK appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. EDELMAN FREDRIC MARK appears on 18 filing roles across Form ADV (18).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | GFS ADVISORS LLC | SHAREHOLDER | HOUSTON, TX |
| — | Form ADV | WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC | SHAREHOLDER | NORFOLK, VA |
| — | Form ADV | KANAWHA CAPITAL MANAGEMENT, LLC | SHAREHOLDER | RICHMOND, VA |
| — | Form ADV | DELTA ASSET MANAGEMENT, LLC | SOLE SHAREHOLDER | MEMPHIS, TN |
| — | Form ADV | SANDERS MORRIS LLC | SHAREHOLDER | HOUSTON, TX |
| — | Form ADV | DUNCKER, STREETT & CO., LLC | SOLE SHAREHOLDER | ST. LOUIS, MO |
| — | Form ADV | HARVEY INVESTMENT COMPANY, LLC | SOLE SHAREHOLDER | LOUISVILLE, KY |
| — | Form ADV | THE RIKOON GROUP, LLC | SHAREHOLDER | — |
| — | Form ADV | SMH CAPITAL ADVISORS LLC | BOARD OF MANAGERS | FORT WORTH, TX |
| — | Form ADV | WEALTHTRUST AXIOM, LLC | SOLE SHAREHOLDER | WAYNE, PA |
| — | Form ADV | MILLER-GREEN FINANCIAL SERVICES LLC | SHAREHOLDER | HOUSTON, TX |
| — | Form ADV | WEALTHTRUST ARIZONA LLC | SOLE SHAREHOLDER | SCOTTSDALE, AZ |
| — | Form ADV | EDELMAN FINANCIAL SERVICES, LLC | MANAGER | FAIRFAX, VA |
| — | Form ADV | EDELMAN FINANCIAL ADVISORS LLC | CHAIRMAN AND CEO | FAIRFAX, VA |
| — | Form ADV | FAIRPORT, LLC | SHAREHOLDER | CLEVELAND, OH |
| — | Form ADV | SOF MANAGEMENT, LLC | DIRECTOR AND CHIEF EXECUTIVE OFFICER | HOUSTON, TX |
| — | Form ADV | LEONETTI & ASSOCIATES, LLC | BOARD OF MANAGERS | BUFFALO GROVE, IL |
| — | Form ADV | KISSINGER FINANCIAL SERVICES, LLC | SHAREHOLDER | HUNT VALLEY, MD |