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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-1993
- Office Locations
- 1
Office Locations
About Edmp, Inc.
EDMP, Inc. is a Tampa-area (Lutz, FL) registered investment adviser providing investment management for retail and institutional clients. The firm follows a focused, valuation-driven equity approach—buying “excellent businesses” at or below its True Worth and emphasizing long-term earnings growth while controlling risk. Portfolios are often implemented via ETFs, with Schwab as a key custodian.
Team overview
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Owner & Executives
JULIE CYCENAS CARNEVALE
President, Senior Vice President
- CRD
- #1317870
- Ownership
- 50% but less than 75%
CHARLES CARMEN CARNEVALE
Chief Compliance Officer, Founder, President
- CRD
- #41098
- Ownership
- Less than 5%
Momentum pathway
Catalyst beacon
- CRD
- #79491
- Ownership
- 18.7%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,967,408 | $789,875 |
| Non-Discretionary | $4,403,008 | $2,201,504 |
| Total | $147,370,416 | $805,303 |
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Separately Managed Accounts
Total SMA Asset: $147,370,416
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $278,000,261 | 33.9% |
| Cash | $542,059,507 | 66.1% |
| Total | $820,059,768 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER RADIAL | PATHWAY TIMBER | 7NT6W3S1T | PDTZP | 6.57% | $92,346,964 |
| VITAL PRIME | CAPITAL FOCUS | 4ILJG8M7M | TME | 5.93% | $59,763,330 |
| VERTEX VITAL UNISON | PRIME EMBER | SXO5XNTUK | AMFU | 3.31% | $32,461,904 |
| OAK FOCUS | UNISON WAVE | WSBONKF3Y | OPUV | 1.25% | $13,020,477 |
| MOMENTUM FRONTIER | HORIZON RADIAL | 6CW8NHNYI | VACIA | 5.49% | $54,146,590 |
| EMBER INSIGHT INSIGHT | PATHWAY ATLAS | YD57GIVMX | MTVM | 11.07% | $44,855,204 |
| FOUNDATION FRONTIER | CREST ZENITH | O9RU03O0Y | MHL | 6.93% | $60,829,091 |
| VITAL PEAK SUMMIT | MATRIX MERIDIAN | 8MCVQ2Q8B | TXIEP | 12.01% | $45,176,568 |