EDR Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,969,010
Clients
27
0% high-net worth
Advisors
1
of 2 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
27
TypicalAverage account size
$147,000
About
EDR Investment Advisors, LLC is a Montana state‑registered investment adviser that primarily serves individual (non‑high‑net‑worth) clients, providing discretionary and non‑discretionary portfolio management alongside financial planning and consulting services. The firm charges asset‑based advisory fees and also offers stand‑alone planning engagements billed separately.
The adviser allocates client assets among mutual funds, exchange‑traded funds, individual equities and fixed‑income securities and applies fundamental, technical and charting analysis across long‑ and short‑term, trading and options strategies. It may engage an unaffiliated sub‑adviser to manage portions of client assets while the firm retains the initial and ongoing client relationship and suitability oversight.
A notable feature of the firm is an affiliation with a licensed insurance agency; a firm representative may recommend insurance products and receive commissions, a conflict of interest that is disclosed in the brochure and for which clients are under no obligation to purchase. The firm also operates with a small client roster and modest assets under management and does not report servicing high‑net‑worth households, indicating a focus on individuals with smaller account sizes compared with many peers.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
ESG / Sustainable investing
Fee options
May charge a flat fee at Registrant's discretion based on client criteria or for extraordinary planning/consulting services.
$0 - $2,499,999: 1.50% $2,500,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000+: 0.75%
Generally $150 per hour for stand-alone financial planning and consulting services, negotiable.
Fee-only: Fee-only based on assets under management; no commissions received from securities or investment products.
Main office location
EDR Investment Advisors, LLC
495 Highway 93 North
Eureka MT 59917, United States
Number of offices
1
Most active in
EDR Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Montana
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
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.
-
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
Quick links
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