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EDVESTMENT SOLUTIONS L.L.C.

Advisory

IL

Data as of Feb 22, 2026 · Source: SEC Form ADV

Rank in IL

#1,606

of 1,719 advisers by AUM

Average account

$375K

across 12 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 22, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InIL

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

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

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BMO DIRECT INVEST INC.

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BISHOP FINANCIAL SERVICES LLC

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NEW CENTURY CAPITAL MANAGEMENT, LLC

$4M

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