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SIRIUS EDGE ADVISORS, INC.

Advisory

ALCOVA, WY

Data as of Apr 1, 2026 · Source: SEC Form ADV

AUM change, 1 year

+8.8%

62nd percentile in WY

AUM CAGR, 3 year

-3.0%

compound annual growth

Filing history

11

filings since 2014

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

—

1-Year AUM Growth

+8.8%

3-Year CAGR

-3.0%

Employees

—

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %100%

Total Clients—

Team

Total Employees—

Investment Advisers—

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingMay 6, 2014

Latest FilingApr 1, 2026

Full AUM trend chart and 11 historical filings spanning 12+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Succession Risk

Lower risk

Composite band across five pillars

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

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Peer Benchmarking

17th percentile

Composite rank among WY advisers

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

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

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