{
  "crd_number": 167879,
  "slug": "edr-investment-advisors-llc-eureka-mt-167879",
  "primary_business_name": "EDR INVESTMENT ADVISORS, LLC",
  "legal_name": "EDR INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Eureka",
  "state": "MT",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2013-07-01",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-09-09",
  "carried_forward": false,
  "raum_total": 3969010.0,
  "raum_discretionary": 2938097.0,
  "raum_non_discretionary": 1030913.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1886143.0,
      "count": 27
    },
    "high_net_worth_individuals": {
      "raum": 2082867.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MT"
  ],
  "websites": [
    "https://edrfinancial.com",
    "https://facebook.com/jelenabaileyEDR",
    "https://linkedin.com/in/dale-roo-3467b26",
    "https://twitter.com/edrfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167879",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "EUREKA",
  "url": "https://advisorcensus.com/firm/edr-investment-advisors-llc-eureka-mt-167879",
  "display_name": "EDR Investment Advisors, LLC",
  "summary": "EDR Investment Advisors, LLC is a state-registered investment advisory firm in Eureka, MT, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.",
  "citation": "AdvisorCensus. EDR Investment Advisors, LLC (CRD 167879): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is EDR Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), EDR Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is EDR Investment Advisors, LLC located?",
      "a": "EDR Investment Advisors, LLC's principal office is in Eureka, MT, according to its Form ADV."
    },
    {
      "q": "Is EDR Investment Advisors, LLC registered with the SEC or a state?",
      "a": "EDR Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167879."
    },
    {
      "q": "How much does EDR Investment Advisors, LLC manage?",
      "a": "EDR Investment Advisors, LLC reports $3,969,010 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (74% discretionary)."
    },
    {
      "q": "What types of clients does EDR Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27)."
    },
    {
      "q": "Does EDR Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167879"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/edr-investment-advisors-llc-eureka-mt-167879.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 27,
      "fewer_than_5": false,
      "raum": 1886143.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 2082867.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167879",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}