# EDK Advisory

> EDK Advisory is a state-registered investment advisory firm in Frisco, TX, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 292227
- Filed as: EDK ADVISORY
- Legal name: EDK Advisory, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Frisco, TX
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292227
- AdvisorCensus page: https://advisorcensus.com/firm/edk-advisory-frisco-tx-292227

## Quick answers

**How is EDK Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), EDK Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is EDK Advisory located?**
EDK Advisory's principal office is in Frisco, TX, according to its Form ADV.

**Is EDK Advisory registered with the SEC or a state?**
EDK Advisory is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292227.

**How much does EDK Advisory manage?**
EDK Advisory reports $56,197,111 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does EDK Advisory 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) (24); high net worth individuals (22); individuals (other than high net worth individuals) (11).

**Does EDK Advisory 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/292227

## 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: $56,197,111
- Discretionary: $56,197,111
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,619,904 |
| High net worth individuals | 22 | $23,795,757 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 24 | $30,781,450 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edkadvisory.com
- LinkedIn @evan-koch-7395b744

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EDK Advisory (CRD 292227): Form ADV filing data as of October 2026.