RIA Intel›Advisers›Ohio›HENSON-EDGEWATER MANAGEMENT, LLC

HENSON-EDGEWATER MANAGEMENT, LLC

Advisory

N·AVON, OH

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$225M
1-Year AUM Growth
+19.2%
3-Year CAGR
+11.2%
Employees
2
Assets Under Management
Total AUM$225M
Discretionary AUM$225M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients459
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingFeb 8, 2021
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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