Eden Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284485
- Registered since
- August 10, 2026
- Website
- edencapital.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.9%
- Individuals20%
- Charitable Organizations0.1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eden Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides discretionary portfolio management for individuals, small businesses and some institutional clients, charging fees as a percentage of assets under management. It does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant in the available materials.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- State & Local Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
William Ockerman
Chief Compliance OfficerCRD 8027514
Contacts
2 of 2
Douglas Eden
Principal and Managing PartnerCRD 6675487
Joseph Conlin
PartnerCRD 8027475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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