Eddleman & Eddleman Inc logo

Eddleman & Eddleman Inc

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Client assets under management

$17,985,000

Clients

120

8% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

60

Typical

Average account size

$149,875

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

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing Real estate investing Private / alternative investments

Occupation focus

Financial Professional Founder/Business Owner

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Fee options

Fixed

Flat fees ranging from $500 to $25,000 for one-time projects depending on complexity

Project-based

Hourly rate of $300 per hour for one-time projects or financial planning

Performance-based

Performance-based fees (fulcrum fees) may be used, particularly for non-public assets, but no clients currently use this

Other

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

Main office location

Eddleman & Eddleman Inc

36 Sandstone Circle Suite E, Suite E

Jackson TN 38305, United States

Number of offices

2

Most active in

Arizona · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher A

Series 63, Series 66

Sachse, TX

Eddleman & Eddleman Inc

Christopher Arnold is a financial advisor at Eddleman & Eddleman Inc with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including JMFA, Gall's LLC, Faro Technologies, W.W. Grainger, Chesterton, and Archetype Investment Advisors. Outside of his advisory role, he serves as a Field Consultant with John M Floyd & Associates, working with banks and credit unions to improve their financial operations. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other legal entities, providing discretionary portfolio management, financial planning, and one-time project analyses. The firm combines investment advisory services with an affiliated accounting practice and a venture capital entity, using an academic, evidence-based investment approach focused on Modern Portfolio Theory and multifactor models.

Passive / index investing Real estate investing Private / alternative investments Financial Professional Founder/Business Owner
user avatar

Noel E

Series 63, Series 65

Jackson, TN

Eddleman & Eddleman Inc

Noel Eddleman is a financial advisor at Eddleman & Eddleman Inc with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service on the Madison County Commission and roles at Forever Communications and Union University. Outside of his advisory work, he is involved in venture capital management and serves on the boards of several organizations, including a Christian media company and a real estate management firm. Eddleman & Eddleman advises individuals, businesses, trusts, family offices, and other entities, providing discretionary portfolio management, financial planning, and project analyses. The firm employs an academic, evidence-based investment approach grounded in Modern Portfolio Theory and multifactor models, and combines investment advisory services with affiliated accounting and venture capital operations.

Passive / index investing Real estate investing Private / alternative investments Financial Professional Founder/Business Owner
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