# Edgemont Investment Management, LLC

> Edgemont Investment Management, LLC is a state-registered investment advisory firm, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 114136
- Filed as: EDGEMONT INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114136
- AdvisorCensus page: https://advisorcensus.com/firm/edgemont-investment-management-llc-114136

## Quick answers

**How is Edgemont Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Edgemont Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Edgemont Investment Management, LLC registered with the SEC or a state?**
Edgemont Investment Management, LLC is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 114136.

**How much does Edgemont Investment Management, LLC manage?**
Edgemont Investment Management, LLC reports $60,765,780 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (91% discretionary).

**What types of clients does Edgemont Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (12); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Edgemont Investment Management, LLC 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/114136

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $60,765,780
- Discretionary: $55,014,068
- Non-discretionary: $5,751,712

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $5,215,060 |
| High net worth individuals | 20 | $49,799,008 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,751,712 |

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

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edgemontinvestments.com
- LinkedIn @susan-miller-38363b35

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgemont Investment Management, LLC (CRD 114136): Form ADV filing data as of October 2026.