{
  "crd_number": 159196,
  "slug": "edgar-investment-management-llc-houston-tx-159196",
  "primary_business_name": "EDGAR INVESTMENT MANAGEMENT, LLC",
  "legal_name": "EDGAR INVESTMENT MANAGEMENT, LLC",
  "dbas": [],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2011-12-06",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 13239018.0,
  "raum_discretionary": 13136274.0,
  "raum_non_discretionary": 102744.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 3760165.0,
      "count": 21
    },
    "pension_profit_sharing": {
      "raum": 102744.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 9243626.0,
      "count": 12
    },
    "corporations_other_businesses": {
      "raum": 132483.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://edgarinvestment.com",
    "https://facebook.com/edgarinvestment",
    "https://instagram.com/edgar_investment",
    "https://linkedin.com/company/8777837",
    "https://youtube.com/@EdgarInvestment"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159196",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/edgar-investment-management-llc-houston-tx-159196",
  "display_name": "Edgar Investment Management, LLC",
  "summary": "Edgar Investment Management, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Edgar Investment Management, LLC (CRD 159196): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Edgar Investment Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Edgar Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Edgar Investment Management, LLC located?",
      "a": "Edgar Investment Management, LLC's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Edgar Investment Management, LLC registered with the SEC or a state?",
      "a": "Edgar Investment Management, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 159196."
    },
    {
      "q": "How much does Edgar Investment Management, LLC manage?",
      "a": "Edgar Investment Management, LLC reports $13,239,018 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Edgar Investment Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (12); corporations or other businesses not listed above (3)."
    },
    {
      "q": "Does Edgar Investment Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159196"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/edgar-investment-management-llc-houston-tx-159196.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 3760165.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 9243626.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 102744.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 132483.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/159196",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}