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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2018
- Office Locations
- 1
Office Locations
About EDK Advisory
EDK Advisory is a Frisco, TX wealth management firm integrating tax planning into comprehensive financial planning and personalized portfolio management. The team supports business owners and professionals—particularly those buying, starting, or selling medical or dental practices—by aligning cash flow, pension design, and tax-aware investment strategy with retirement distribution planning. Client assets are custodied at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EVAN DAVID KOCH
Chief Compliance Officer, CPA, Managing Member, President
- CRD
- #4886810
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,197,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,197,111 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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