Edgar Investment Management LLC

Edgar Investment Management is a fee‑only registered investment adviser that provides portfolio management, security selection, and asset allocation services on both discretionary and non‑discretionary bases. As of December 31, 2024 it managed about $5.93 million in discretionary accounts and serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations, while not participating in wrap fee programs.

The firm emphasizes disciplined equity investing through a proprietary screening process that targets so‑called “Stable Growth” companies, generally requiring a five‑year history of positive earnings per share, compounded EPS growth around or above 10%, and a policy limiting any single equity to about 5% of a portfolio. It complements individual stock holdings with sector ETFs for diversification and uses fixed‑income ETFs from established providers (for example, iShares, Vanguard, Barclays, SPDR), favoring longer‑term holdings though short‑term trading is permitted when appropriate.

Noteworthy for a small independent adviser, Edgar provides portfolio management for institutional clients such as pension and profit‑sharing plans — a service that is less common among peers of this scale — and operates with a very small, concentrated client base. The firm does not custody client assets, does not vote client proxies on their behalf, does not charge performance‑based fees, and bills on a percentage‑of‑AUM basis.