W.B. Edwards & Co

RIASEC RegisteredEst. 2026

Total AUM

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Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 343080
Registered since: July 8, 2026
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSecurity Ratings / Pricing Services

Firm profile

FINTRX

Overview

W.B. Edwards & Co. is organized as a limited liability company and completed SEC registration in 2026. The firm positions itself as a fee-based advisory practice offering financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. It also lists services related to security ratings or pricing. Compensation models include a percentage-of-AUM option alongside hourly and fixed-fee arrangements, giving flexibility in how clients are billed. The firm identifies as newly formed and not multi-state. The profile indicates it is not structured as a capital allocator, is not a pension consultant, and has no noted related adviser relationships. W.B. Edwards & Co. does not report active ESG investing as part of its stated approach.