Inside Edge Capital Management, LLC

Overview

Inside Edge Capital Management, LLC is an independent, individual-owned RIA that operates as a capital allocator for individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, selection of outside advisers and educational seminars. Its fee model combines asset-based fees with fixed fee engagements, and it manages client assets on a discretionary basis. Investment activity shows a clear equity preference: the firm deploys the majority of client capital into exchange-traded equities and uses separately managed account (SMA) wrappers where appropriate. Inside Edge is not presented as an ESG-focused manager and it does not position itself as a pension consultant or multi-state advisory platform. The adviser also selects and allocates to third-party managers when a client mandate calls for outside expertise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices