F
$23.1M Total AUM
$22.5M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Glacier peakGlacier +more
- Established Date
- 08-20-2015
- Office Locations
- 1
Office Locations
3715 Northside Parkway Bldg 100 Suite 500 Atlanta GA
About Footlamp
Footlamp Financial is a fee-only, flat-fee advisory firm led by CFP® Ed Kerns, providing retirement-focused financial planning and investment management. The firm serves individuals and families age 50+ who are in or near retirement in the Auburn-Opelika and metro Atlanta areas, and works with clients virtually nationwide. Custody includes Schwab and Fidelity, supporting transparent, planning-led portfolio implementation.
Team overview
52 AVG AGE
$23.1M AVG AUM / ADVISOR
$855.0K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Accredited Investors
Pioneer
Asset Classes
Vertex alpha Alpha ember Peak Unison
Custodian
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Investment Themes
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Investment Vehicles
Unison Harbor
Services
Fusion Summit Matrix alpha Alpha Vertex crest North ember Timber eagle Crest vector Frontier summit
Technology
Fusion unison Value matrix Beacon Oak
Owner & Executives
EDWARD VERN KERNS II
Owner, President
- CRD
- #5857458
- Ownership
- 75% or more
(601) 717-4279
pioneer.summit@primecapital.com
in linkedin.com/in/catalyst-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,530,415 | -- |
| Non-Discretionary | $553,983 | -- |
| Total | $23,084,398 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,084,398
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,726,436,675 | 100.0% |
| Total | $2,726,436,675 | 100.0% |