$108.7M Total AUM
$108.7M Disc. AUM
-- 3Y CAGR
3 Employees
161 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison capitalBeacon delta
- Established Date
- 07-29-2016
- Office Locations
- 1
Office Locations
-- Bradenton FL
About Eden Capital Management, LLC
Eden Capital Management, LLC is a Bradenton-based RIA. The firm has been operating for 9 years. Managing $108.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$36.2M AVG AUM / ADVISOR
$675.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Peak radial Wave frontier
Custodian
Glacier pioneer North element Oak Capital
Investment Themes
Delta catalyst
Services
Alpha vital Value vertex
Technology
Atlas Frontier
Owner & Executives
D
Douglas Todd Eden
Investment Advisor Representative, PRINCIPAL
- CRD
- #6675487
- Ownership
- 50% but less than 75%
(934) 480-6514
eagle.element@insightcapital.com
in linkedin.com/in/capital-ridge
J
Joseph Myles Conlin
Chief Financial Officer
- CRD
- #8027475
- Ownership
- 10% but less than 25%
(403) 517-7763
peak.glacier@frontiercapital.com
in linkedin.com/in/radial-ridge
V
Vector legacy
Ember glacier matrix
- CRD
- #49530
- Ownership
- 4.7%
(266) 733-3979
bridge.glacier@catalystcapital.com
in linkedin.com/in/radial-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,711,208 | -- |
| Non-Discretionary | $0 | -- |
| Total | $108,711,208 | -- |
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Separately Managed Accounts
Total SMA Asset: $108,711,208
Equity - Exchange:
18.0% Municipal Bonds:
56.5% Cash:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $111,051,572 | 18.0% |
| Municipal Bonds | $348,578,547 | 56.5% |
| Cash | $157,323,061 | 25.5% |
| Total | $616,953,180 | 100.0% |