# W.B. Edwards & Co.

> W.B. Edwards & Co. is an SEC-registered investment advisory firm in Knoxville, TN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 343080
- Filed as: W.B. EDWARDS & CO.
- Legal name: W.B. Edwards LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343080
- AdvisorCensus page: https://advisorcensus.com/firm/w-b-edwards-and-co-knoxville-tn-343080

## Quick answers

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

**How much does W.B. Edwards & Co. charge?**
Its Form ADV Part 2A brochure dated June 8, 2026 states: Hourly rate: $1,000 an hour (an initial plan or any update to an already existing plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is W.B. Edwards & Co. located?**
W.B. Edwards & Co.'s principal office is in Knoxville, TN, according to its Form ADV.

**Is W.B. Edwards & Co. registered with the SEC or a state?**
W.B. Edwards & Co. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343080.

**How much does W.B. Edwards & Co. manage?**
W.B. Edwards & Co. reports $0 in regulatory assets under management in its Form ADV filing dated July 1, 2026.

**Does W.B. Edwards & Co. 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/343080

**Does W.B. Edwards & Co. state an account minimum?**
Its Form ADV Part 2A brochure dated June 8, 2026 says: "WBE does not require a minimum account balance, but does have a minimum fee as described in Item 5 above."

**What changed in W.B. Edwards & Co.'s recent Form ADV filings?**
In the August 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 8, 2026)

- Account minimum: None

> WBE does not require a minimum account balance, but does have a minimum fee as described in Item 5 above.

- Hourly rate: $1,000 an hour (an initial plan or any update to an already existing plan)

> Hourly fees range up to $1,000 per hour for an initial plan or any update to an already existing plan, which will be invoiced as incurred.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Security ratings or pricing services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, NY, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @w-b-edwards

## Changes in the filing (last 12 months)

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. W.B. Edwards & Co. (CRD 343080): Form ADV filing data as of October 2026.