Edgemont Investment Management, LLC

Overview

Edgemont Investment Management, LLC is a small, privately owned advisory firm that manages portfolios for individuals, families and select institutional clients. The firm operates as a limited liability company with an individual owner and charges clients on a percentage-of-assets-under-management basis. Its core advisory services are portfolio management for individuals and small businesses and pension consulting; it does not self-identify as an active ESG investor and is not designated as a multi-state adviser. The firm is not positioned as a capital allocator — instead it appears to rely on externally managed investment products and traditional advisory relationships. The ADV-classified primary client types and fee model suggest a standard wealth-management practice focused on discretionary portfolio oversight for private clients alongside some pension consulting work.

Assets & Accounts

Investments & Alternatives