# Edgewater Financial Services, LLC

> Edgewater Financial Services, LLC is a state-registered investment advisory firm, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated February 24, 2026.

- CRD: 158311
- Filed as: EDGEWATER FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158311
- AdvisorCensus page: https://advisorcensus.com/firm/edgewater-financial-services-llc-158311

## Quick answers

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

**Is Edgewater Financial Services, LLC registered with the SEC or a state?**
Edgewater Financial Services, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158311.

**What types of clients does Edgewater Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (2); state or municipal government entities (including government pension plans) (1).

**Does Edgewater Financial Services, 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/158311

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $0 |
| State or municipal government entities (including government pension plans) | 1 | $0 |
| Other investment advisers | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Pension consulting services
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @JMMCMANUS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgewater Financial Services, LLC (CRD 158311): Form ADV filing data as of October 2026.