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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-16-1996
- Office Locations
- 2
Office Locations
About Financial Edge
Financial Edge is a San Antonio, TX advisory firm serving both businesses seeking retirement and pension plan management and successful individuals needing a financial counselor. The firm builds goal-based financial plans and provides ongoing investment management with an emphasis on wealth preservation and asset allocation, using mutual funds and ETFs. Operates across retail and institutional relationships and custodians through SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 86 clients, or 86 clients per representative. That equates to $593.0K in reported AUM per client.
The profile lists 2 reported office locations and 30 years in operation. The source data was last updated on February 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Financial Edge record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARY CATHERINE FITZGERALD
Chief Compliance Officer, GENERAL PARTNER
- CRD
- #1943079
- Ownership
- 75% or more
Sherrie Ann Graves
PARTNER
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,999,998 | -- |
| Total | $50,999,998 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Edge has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.