This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 57 clients, or 57 clients per representative. That equates to $985.9K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review EDK Advisory's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full EDK Advisory record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EVAN DAVID KOCH
Chief Compliance Officer, CPA, Managing Member, President
- CRD
- #4886810
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,197,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $56,197,111 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
EDK Advisory has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.