E
Edman Global Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,579,426
Clients
3
33% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$1,193,142
About
Edman Global Investment Management LLC is an independent advisory firm that provides portfolio management services to individual clients and generally charges fees based on assets under management. In its Form ADV Part 2A the firm reports approximately $3,579,426 in assets under management across three client accounts.
The brochure includes sections on methods of analysis, investment strategies and risk of loss (Item 8) and on investment discretion (Item 16), indicating the firm documents how it constructs and manages client portfolios and whether it exercises trading authority. It also covers account reviews and operational practices (Items 12, 13 and 15), describing how client accounts are monitored and custody and brokerage arrangements are handled.
What distinguishes Edman Global is its very small scale—a single advisor serving three clients with total AUM under $4 million—an atypical client-to-advisor ratio among independent firms that may result in a highly concentrated, individualized advisory relationship. The Part 2A also discloses a code of ethics, other financial industry activities or affiliations, and proxy voting policies (Items 10, 11 and 17), showing the adviser addresses compliance and conflict-of-interest topics despite its limited size.
Client services
Portfolio management
Fee options
Main office location
Edman Global Investment Management LLC
Mckinney TX, United States
Number of offices
1
Most active in
Edman Global Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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