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- Custodian
- Charles Schwab & Company · State Street · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-15-2009
- Office Locations
- 1
Office Locations
About Edgar Investment Management LLC
Edgar Investment Management LLC is a Danville, CA registered investment adviser focused on security selection and asset allocation, building portfolios primarily with ETFs and other indexed vehicles. Provides portfolio construction for retail clients, with custody relationships including Schwab and Vanguard.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 3 clients, or 3 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on April 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Edgar Investment Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LINCOLN SCOTT EDGAR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1546763
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,247,975 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,247,975 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Edgar Investment Management LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.