Sharpedge Financial

Overview

Sharpedge Financial is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its business model combines percentage-of-AUM and fixed-fee engagements, which aligns with providing ongoing portfolio oversight alongside project-based planning work. Investment activity centers on pooled public funds and mutual funds as the primary portfolio building blocks. That concentration suggests a model geared toward broad diversification through mutual fund sleeves rather than heavy direct-stock or separately managed account programs. Sharpedge Financial does deploy alternative exposure through third-party hedge fund managers and uses annuities where client objectives call for insurance-based solutions or guaranteed income features. The firm is not positioned as an active ESG investor and operates from a single office footprint rather than a multi-state platform.

Assets & Accounts

Investments & Alternatives

Location & Offices