$63.0M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-13-2019
- Office Locations
- 1
Office Locations
40 Burton Hills Blvd. Suite 200 Nashville TN
About Edgehelm Financial
EdgeHelm Financial is a Nashville, TN advisory providing multi-family office support, business management, and financial planning, including investment advisory, retirement and estate planning, tax planning/preparation, and cash management. The firm is geared to business, family office, and wealth needs, with client assets custodied at Charles Schwab.
Team overview
40 AVG AGE
$63.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vital quantum
Investment Themes
Meridian horizon Eagle
Investment Vehicles
Pioneer insight
Services
Radial value Value fusion Vector Crest Vertex Beacon bridge
Owner & Executives
BRICE CHRISTOPHER ELDREDGE
Chief Compliance Officer, Managing Principal
- CRD
- #4809750
- Ownership
- 75% or more
(528) 461-1410
ridge.element@frontiercapital.com
in linkedin.com/in/capital-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,481,139 | -- |
| Non-Discretionary | $61,499,600 | -- |
| Total | $62,980,739 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,980,739
Public Funds:
20.5% Cash:
37.3% Equity - Exchange:
42.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $877,078,619 | 20.5% |
| Cash | $1,595,855,244 | 37.3% |
| Equity - Exchange | $1,805,498,427 | 42.2% |
| Total | $4,278,432,290 | 100.0% |