E
Eedara Financials
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
Eedara Financials provides ongoing, discretionary portfolio management services to individuals and high‑net‑worth clients, preparing an Investment Policy Statement for each account and generally limiting advice to equities and ETFs. The firm uses an asset‑based fee model common among investment managers and does not participate in wrap fee programs.
Its investment process combines charting, fundamental, and technical analysis and employs a range of strategies from long‑term investing to short‑term trading, including margin and options strategies (including uncovered options and spreads). Eedara Financials requires discretionary trading authority, issues quarterly account reports, and requires client accounts to be custodied and traded through Interactive Brokers.
Noteworthy aspects of the firm include its recent formation (May 2025) and that it reports no assets under management or client accounts while operating with a single management person, which distinguishes it from more established institutional managers. The brochure also discloses operational choices that are uncommon among peers—such as not aggregating client trades and not permitting client‑imposed investment restrictions—which can affect execution outcomes and the degree of client customization.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $249,999: 2.00% $250,000+: 1.00%
Main office location
Eedara Financials
Danville CA, United States
Number of offices
1
Most active in
Eedara Financials has reported serving >5 clients in these states in the last 12 months.
California
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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