# Edgon Advisory LLC

> Edgon Advisory LLC is a state-registered investment advisory firm in Hartford, CT, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 22, 2023.

- CRD: 287530
- Filed as: EDGON ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: March 22, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287530
- AdvisorCensus page: https://advisorcensus.com/firm/edgon-advisory-llc-hartford-ct-287530

## Quick answers

**How is Edgon Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Edgon Advisory 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.

**Where is Edgon Advisory LLC located?**
Edgon Advisory LLC's principal office is in Hartford, CT, according to its Form ADV.

**Is Edgon Advisory LLC registered with the SEC or a state?**
Edgon Advisory LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287530.

**How much does Edgon Advisory LLC manage?**
Edgon Advisory LLC reports $103,000 in regulatory assets under management in its Form ADV filing dated March 22, 2023 (0% discretionary).

**Does Edgon Advisory 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/287530

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $103,000
- Discretionary: $500
- Non-discretionary: $102,500

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $103,000 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgon Advisory LLC (CRD 287530): Form ADV filing data as of October 2026.