AdvizorPro

EDM Capital, LLC

EDM Capital, LLC. CRD 287669

E

CRD: 287669

EDM Capital, LLC

Phoenix, AZ, 85012
7608321642
www.edm-capital.com
$58.2M Total AUM
$58.2M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
14 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail
Platforms
Oak peakVertex +more
Established Date
04-01-2012
Office Locations
1

Office Locations

3101 N. Central Ave. Ste. 820 Phoenix AZ

About EDM Capital, LLC

EDM Capital is a Phoenix-based, fee-only fiduciary wealth manager providing ongoing portfolio management and a comprehensive financial partnership. The firm builds and continuously monitors professionally managed portfolios and advises on tax, estate, insurance, and asset-protection planning, coordinating with clients’ existing professionals. Client onboarding is virtual with a secure document portal. Custody is held with Schwab and Fidelity.

Team overview

41 AVG AGE
$58.2M AVG AUM / ADVISOR
$832.0K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

Unlock to see real insight on zenith value timber.
Unlock to see real insight on ember radial.
Open the full profile to inspect shifts in pioneer vector.
Premium access reveals conviction themes in atlas timber.
See the complete signal summary connected to unison.
Open the full profile to inspect shifts in pioneer optima.
See the complete signal summary connected to eagle matrix.
Request access to benchmark trends tied to radial element.

Asset Classes

Zenith Oak Vertex focus Radial foundation Alpha zenith

Client Personas

Alpha Ridge

Custodian

Frontier atlas Unison north Unison capital Harbor Peak Zenith element Meridian capital Matrix

Fund Managers

Bridge vertex Horizon

Investment Themes

Value Element North focus Unison

Investment Vehicles

Horizon Bridge

Platform

North Quantum eagle

Services

Radial Pioneer delta Catalyst delta Insight Optima prime Focus ember Pioneer alpha Summit beacon Delta Vertex Focus North

Technology

Frontier Wave crest Ridge

Owner & Executives

E

ERIC DAVID MATTHEWS

Chief Compliance Officer, Chief Executive Officer, Managing Member, Wealth Advisor

CRD
#6093050
Ownership
50% but less than 75%
(906) 478-9113
peak.quantum@oakcapital.com
in linkedin.com/in/matrix-delta
G

GENEVA MATTHEWS

Managing Member

CRD
--
Ownership
50% but less than 75%
(693) 200-4192
ridge.wave@embercapital.com
in linkedin.com/in/alpha-catalyst

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $58,236,581 --
Non-Discretionary $0 --
Total $58,236,581 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $58,236,581

$58.2M Total SMA
Equity - Exchange:
58.9%
Cash:
41.1%
Asset class Assets Assets %
Equity - Exchange $4,882,460,998 58.9%
Cash $3,406,946,469 41.1%
Total $8,289,407,467 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform