RIA Intel›Advisers›Texas›EDGAR INVESTMENT MANAGEMENT, LLC

EDGAR INVESTMENT MANAGEMENT, LLC

Advisory

HOUSTON, TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in TX

#2,283

of 2,813 advisers by AUM

Average account

$184K

across 72 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$103K

Discretionary %99.2%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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