$13.2M Total AUM
$13.1M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Capital beacon
- Established Date
- 12-06-2011
- Office Locations
- 1
Office Locations
12246 Queenston Blvd Suite F Houston TX
About Edgar Investment Management, LLC
Edgar Investment Management, LLC is a Texas-registered RIA in Houston providing investment management and financial planning for individual investors, including entrepreneurs. Portfolios are implemented primarily with ETFs (custody via Interactive Brokers). The firm also publishes a newsletter with market commentary and its “page point” book-review system, and it does not provide tax/CPA services.
Team overview
-- AVG AGE
$13.2M AVG AUM / ADVISOR
$178.9K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
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Asset Classes
Beacon Ember Optima Legacy crest Horizon timber Foundation matrix
Client Personas
Pioneer bridge
Custodian
Element value Vector radial Momentum Prime zenith Vector alpha Vector vertex
Investment Themes
Matrix beacon Signal zenith Beacon bridge
Investment Vehicles
Matrix
Services
Oak meridian Signal zenith Capital focus Frontier Vector value
Technology
Crest ridge
Owner & Executives
MATTHEW AARON EDGAR
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #5982584
- Ownership
- 75% or more
(634) 541-3871
unison.matrix@eaglecapital.com
in linkedin.com/in/momentum-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,136,274 | -- |
| Non-Discretionary | $102,744 | -- |
| Total | $13,239,018 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,239,018
Equity - Exchange:
46.7% Cash:
53.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,261,049,036 | 46.7% |
| Cash | $3,721,925,345 | 53.3% |
| Total | $6,982,974,381 | 100.0% |