Edgewater Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,214,755
Total clients
28
64% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
14
Average account size
$1,507,670
About
Edgewater Asset Management serves a limited clientele of individuals, families, trusts and corporations with personalized portfolio management and consulting services. The firm operates as a fee‑only fiduciary and provides discretionary investment management for clients nationwide as well as fixed‑fee consulting (economic overviews, investment policy development, portfolio construction and manager/performance reviews).
Its investment approach emphasizes top‑down economic analysis with active sector allocation, supported by fundamental, technical (charting) and cyclical analysis; portfolios are implemented using equities, bonds, mutual funds, ETFs and, where appropriate, options and occasional margin, short sales or short‑term trading. All advice is tailored to client objectives and tax considerations, and clients receive quarterly firm‑generated portfolio reports that include an economic and market overview.
Distinctive features include a very small client base (27 clients served by two advisors) and relatively concentrated discretionary assets (about $41.4 million reported under direct management) alongside consulting relationships that the brochure states cover over $200 million in client assets. The firm also discloses that it does not accept commissions or soft‑dollar benefits, does not vote proxies on discretionary accounts, has principals with long industry experience and advanced credentials, and notes limited outside advisory work by its managers (approximately four hours per week) that is not solicited to firm clients.
Client services
Expertise
Fee options
Consulting fees negotiable; $1,000 per annual meeting (2-3 hours); $500 quarterly review fee; up to $10,000 per month for complex accounts over $25 million.
$0 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $2,500,000: 0.50% annually (0.125% quarterly) $2,500,001+: 0.25% annually (0.0625% quarterly)
Account minimum: $500,000 Fee-only: Fee-only fiduciary RIA; no commissions accepted.
Main office location
Edgewater Asset Management
5244 Shenstone Circle, Suite 200
Virginia Beach VA 23455-3214, United States
Number of offices
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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