# Edwards Premier Financial

> Edwards Premier Financial is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 10, 2023.

- CRD: 298453
- Filed as: EDWARDS PREMIER FINANCIAL
- Legal name: Edwards Premier Financial Corporation
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: September 10, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298453
- AdvisorCensus page: https://advisorcensus.com/firm/edwards-premier-financial-298453

## Quick answers

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

**Is Edwards Premier Financial registered with the SEC or a state?**
Edwards Premier Financial is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 298453.

**How much does Edwards Premier Financial manage?**
Edwards Premier Financial reports $1,500,000 in regulatory assets under management in its Form ADV filing dated September 10, 2023 (0% discretionary).

**What types of clients does Edwards Premier Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (5).

**Does Edwards Premier Financial 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/298453

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,500,000
- Discretionary: $0
- Non-discretionary: $1,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $1,100,000 |
| High net worth individuals | 5 | $400,000 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edwards Premier Financial (CRD 298453): Form ADV filing data as of October 2026.