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Inside Edge Capital Management, LLC

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Client assets under management

$44,280,286

Clients

46

46% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

23

Low

Average account size

$962,615

About

Inside Edge Capital Management LLC serves individual and high‑net‑worth clients through discretionary portfolio management, financial planning, and public educational seminars and workshops. As of January 2026 the firm managed about $44.8 million across two advisors and roughly 46 client accounts and generally charges percentage‑of‑AUM advisory fees.

The firm employs a mix of fundamental, technical, charting and cyclical analysis and implements strategies that range from long‑term holdings to short‑term trading and option writing; it operates with full discretionary authority and may engage sub‑advisors to manage all or a portion of client assets. Consistent with the firm’s stated strategies, Inside Edge may use borrowing (margin) and derivatives in separately managed accounts and conducts periodic account reviews that include tax‑loss harvesting opportunities.

Distinctive features noted in the brochure include the principal’s market‑research business and regular media contributions and the firm’s offering of public seminars, arrangements the firm discloses as potential conflicts and says it mitigates through disclosure and fiduciary procedures. Other notable operational points are a $250,000 account minimum and the firm’s practice of not voting client proxies (clients receive proxy materials directly).

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement income strategy

Occupation focus

Executive Founder/Business Owner

Demographic focus

Established Professionals

Fee options

Fixed

Financial planning flat fee up to $10,000

Percentage

$500,000 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.70% Over $5,000,000+: Negotiable

Other

Account minimum: $250,000

Main office location

Inside Edge Capital Management, LLC

Saratoga Springs NY, United States

Number of offices

2

Most active in

More info

Massachusetts · New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 888-399-0529

Advisors at this firm

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user avatar

Kyle W

CFP®, Series 65

Saratoga Springs, NY

Inside Edge Capital Management, LLC

Kyle Wasson is a CFP® with seven years of industry experience, currently serving as an advisor at Inside Edge Capital Management, LLC. His prior roles include positions at Richard P Slaughter Associates and Austin Yardisan, LLC. Outside of his advisory work, he has experience in landscape and fence business operations. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Established Professionals
user avatar

Todd G

Series 65

Saratoga Springs, NY

Inside Edge Capital Management, LLC

Todd Gordon is a financial advisor with Inside Edge Capital Management, LLC, holding a Series 65 designation and four years of industry experience. He is the founder of Plan My Trade LLC, providing investment research, and has contributed to NBC Universal as a TV contributor since 2010. Additionally, he is a minority owner of Upstate Distilling Company. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and manages approximately $44.8 million across two advisors.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Retirement income strategy Executive Founder/Business Owner Established Professionals
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