# Edgehelm Financial

> Edgehelm Financial is a state-registered investment advisory firm in Nashville, TN, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 305015
- Filed as: EDGEHELM FINANCIAL
- Legal name: Edgehelm, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305015
- AdvisorCensus page: https://advisorcensus.com/firm/edgehelm-financial-nashville-tn-305015

## Quick answers

**How is Edgehelm Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Edgehelm Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Edgehelm Financial located?**
Edgehelm Financial's principal office is in Nashville, TN, according to its Form ADV.

**Is Edgehelm Financial registered with the SEC or a state?**
Edgehelm Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305015.

**How much does Edgehelm Financial manage?**
Edgehelm Financial reports $62,980,739 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (2% discretionary).

**What types of clients does Edgehelm Financial serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (22); individuals (other than high net worth individuals) (9); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Edgehelm Financial report any disciplinary disclosures?**
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/305015

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $62,980,739
- Discretionary: $1,481,139
- Non-discretionary: $61,499,600

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,577,899 |
| High net worth individuals | 22 | $59,962,828 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $1,253,333 |
| Corporations or other businesses not listed above | Fewer than 5 | $186,679 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [edgehelm.com](https://edgehelm.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgehelm Financial (CRD 305015): Form ADV filing data as of October 2026.