EDGEHELM FINANCIAL

Overview

Edgehelm Financial is an independent RIA that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates primarily as an adviser rather than an active capital allocator, offering fee schedules that include percentage-of-AUM and fixed-fee arrangements alongside other fee types. Its client mix spans individual and family accounts with some institutional relationships. Edgehelm does not market itself as an ESG investor, is not a multi-state adviser, and does not provide pension consulting. Investment activity leans toward pooled public funds and mutual funds as the primary building blocks of client portfolios. The firm appears to operate mainly in an advisory capacity—guiding allocations and implementing strategies through custodial platforms—rather than running large discretionary sleeves in-house. Advisory services emphasize financial planning integrated with portfolio management for smaller institutional and individual clients.

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Public Holdings

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Location & Offices