RIA Intel›Advisers›Tennessee›EDGEHELM, LLC

EDGEHELM, LLC

Advisory

NASHVILLE, TN

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in TN

#319

of 380 advisers by AUM

Average account

$875K

across 72 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$63M

Discretionary AUM$1M

Non-Discretionary AUM$61M

Discretionary %2.4%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TN

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

22 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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