$225.0M Total AUM
$225.0M Disc. AUM
26.0% 3Y CAGR
4 Employees
751 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2005
- Office Locations
- 1
Office Locations
36855 American WAY, Suite F Avon OH
About Edgewater PRO Sports Financial
Edgewater PRO Sports Financial is a Avon-based RIA. The firm has been operating for 21 years. Managing $225.0M in total assets under management, with 2 advisory representatives. They custody assets with Raymond James.
Team overview
-- AVG AGE
$112.5M AVG AUM / ADVISOR
$299.6K AVG AUM / CLIENT
13.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
D
DAN HENSON
Director
- CRD
- --
- Ownership
- 25% but less than 50%
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Available
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D
DREW HENSON
Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
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Showing 2 of 3 owners & executives
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J
Joshua David Szafranski
--
- CRD
- #7951607
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Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,000,000 | $314,685 |
| Non-Discretionary | $0 | -- |
| Total | $225,000,000 | $314,685 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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