Eddleman & Eddleman Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,000,000
Total clients
120
8% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
60
Average account size
$150,000
About
Eddleman & Eddleman advises individuals, businesses, trusts, family offices and other legal entities, offering discretionary portfolio management, financial planning, and one‑time project analyses. The firm also operates an affiliated registered accounting practice that provides tax, payroll, outsourced CFO and attest services, and a separate venture capital entity that may act as a general partner for non‑public offerings to accredited investors.
Investment decisions are guided by an academic, evidence‑based approach that emphasizes Modern Portfolio Theory, multifactor models and statistical analysis rather than stock‑picking or market timing. Portfolios are implemented with written investment policy statements, periodic reviews and limited discretionary trading authority intended to align risk and return for long‑term strategies.
What distinguishes this firm from many similarly sized RIAs is the combination of an affiliated accounting firm and a fund/syndication vehicle, which allows cross‑disciplinary services (and requires disclosed procedures to address conflicts of interest). The firm operates on a fee‑only basis, avoids commission sales, and may, in limited circumstances, offer performance‑based fee arrangements for non‑public investments.
Client services
Fee options
Flat fees ranging from $500 to $25,000 for one-time projects depending on complexity
Hourly rate of $300 per hour for one-time projects or financial planning
Performance-based fees (fulcrum fees) may be used, particularly for non-public assets, but no clients currently use this
Minimum fee: Minimum fixed or hourly billing amount may be required if assets are less than $100,000 Fee-only: Fees based on percentage of assets under management, fixed fees, or hourly rates; no commissions
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Main office location
Eddleman & Eddleman Inc
36 Sandstone Circle Suite E, Suite E
Jackson TN 38305, United States
Number of offices
2
Forms ADV
Quick links
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