# Edmp, Inc.

> Edmp, Inc. is an SEC-registered investment advisory firm in Lutz, FL, registered since 1993, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 110248
- Filed as: EDMP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lutz, FL
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110248
- AdvisorCensus page: https://advisorcensus.com/firm/edmp-inc-lutz-fl-110248

## Quick answers

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

**Where is Edmp, Inc. located?**
Edmp, Inc.'s principal office is in Lutz, FL, according to its Form ADV.

**Is Edmp, Inc. registered with the SEC or a state?**
Edmp, Inc. is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 110248.

**How much does Edmp, Inc. manage?**
Edmp, Inc. reports $147,370,416 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (97% discretionary).

**How have Edmp, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Edmp, Inc.: Regulatory assets under management: $101,595,121 in the October 2021 data and $147,370,416 in the October 2026 data, up 45%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Edmp, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); high net worth individuals (48); corporations or other businesses not listed above (1).

**Which custodians does Edmp, Inc. use?**
Edmp, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Edmp, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110248

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $147,370,416
- Discretionary: $142,967,408
- Non-discretionary: $4,403,008

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $23,572,668 |
| High net worth individuals | 48 | $117,865,657 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $5,932,091 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1993 (33 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edmpinc.org

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $101,595,121 | 4 | May 10, 2021 |
| October 2022 | $118,128,351 | 4 | July 18, 2022 |
| October 2023 | $128,179,312 | 3 | June 29, 2023 |
| October 2024 | $135,544,609 | 3 | February 22, 2024 |
| October 2025 | $147,469,813 | 3 | March 6, 2025 |
| October 2026 | $147,370,416 | 3 | March 5, 2026 |

Regulatory assets under management: $101,595,121 in the October 2021 data and $147,370,416 in the October 2026 data, up 45%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edmp, Inc. (CRD 110248): Form ADV filing data as of October 2026.