Edgehelm Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,980,739
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
31
71% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$2,031,637
About
Edgehelm provides investment advisory and financial planning services to individuals and corporate clients, and also offers business management and family office services. The firm works with employer-sponsored retirement plans by preparing investment policy statements, monitoring plan investments, and providing participant and fiduciary education.
Investment advice is tailored to each client’s objectives, time horizon, and risk tolerance and is delivered through managed account programs that may be discretionary or non-discretionary. The firm describes a mix of strategies — including asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchases — and conducts at least quarterly account reviews.
Notably, Edgehelm reports the large majority of its assets under management as non-discretionary (approximately $61.5M non-discretionary vs. $1.48M discretionary) and serves corporate and pension/profit‑sharing plan clients in addition to individuals. The firm also provides business management/family office services and reports using derivatives within separately managed account programs, features that are less common among peer independent advisers and influence its custody and operational practices.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General estate planning guidance
Annuities
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning projects range from $5,000 to $100,000 per project, negotiable and charged in advance.
Main office location
Edgehelm Financial
40 Burton Hills Blvd., Suite 200
Nashville TN 37215, United States
Number of offices
1
Most active in
Edgehelm Financial has reported serving >5 clients in these states in the last 12 months.
California · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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