CRD: 315864
Inside Edge Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-02-2021
- Office Locations
- 2
Office Locations
About Inside Edge Capital Management, LLC
Inside Edge Capital is a fee-only fiduciary wealth manager providing tailored financial planning and active portfolio management focused on long-term growth and risk mitigation. The firm serves wealth builders, pre-retirees/retirees, and high-net-worth families, using disciplined, stay-invested approaches often implemented with ETFs and public funds. Co-founder Todd Gordon is a longtime CNBC contributor.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TODD FRANCIS GORDON
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4731474
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KYLE PATRICK WASSON
Wealth Advisor
- CRD
- #6416906
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,834,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,834,556 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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