RIA Intel›Advisers›Florida›EDWARDS CAPITAL, LLC

EDWARDS CAPITAL, LLC

Advisory

N·MIAMI, FL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$7.9B

1-Year AUM Growth

+0.7%

3-Year CAGR

+19.7%

Employees

65

Assets Under Management

Total AUM$7.9B

Discretionary AUM$7.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees65

Investment Advisers65

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingFeb 13, 2012

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on EDWARDS CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.