# Edgewater Asset Management

> Edgewater Asset Management is a state-registered investment advisory firm in Virginia Beach, VA, registered since 1996, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 116948
- Filed as: EDGEWATER ASSET MANAGEMENT
- Legal name: Edgewater Asset Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116948
- AdvisorCensus page: https://advisorcensus.com/firm/edgewater-asset-management-virginia-beach-va-116948

## Quick answers

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

**Where is Edgewater Asset Management located?**
Edgewater Asset Management's principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Edgewater Asset Management registered with the SEC or a state?**
Edgewater Asset Management is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 116948.

**How much does Edgewater Asset Management manage?**
Edgewater Asset Management reports $42,214,755 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**What types of clients does Edgewater Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (10).

**Does Edgewater Asset Management 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/116948

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $42,214,755
- Discretionary: $42,214,755
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,478,206 |
| High net worth individuals | 18 | $37,437,595 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,298,954 |

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

### Firm details
- Registered since: 1996 (30 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edgewaterasset.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgewater Asset Management (CRD 116948): Form ADV filing data as of October 2026.