CRD: 114136
Edgemont Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 05-01-2001
- Office Locations
- 1
Office Locations
About Edgemont Investment Management, LLC
Edgemont Investment Management, LLC is a fee-only RIA providing personalized investment management for individuals, pension plans, trusts and estates. The firm emphasizes tax-aware portfolio construction—integrating taxable and tax-deferred assets and monitoring mutual fund capital-gains distributions—and blends active and passive approaches with disciplined asset allocation and low-fee implementation. Receives no commissions or provider fees for conflict-free advice.
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Owner & Executives
SUSAN MARCIA MILLER
Owner, President
- CRD
- #1299166
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,014,068 | -- |
| Non-Discretionary | $5,751,712 | -- |
| Total | $60,765,780 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,765,780
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $3,695,948,627 | 46.9% |
| Cash | $4,184,538,851 | 53.1% |
| Total | $7,880,487,478 | 100.0% |