Edmp, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lutz, FL. Its latest Form ADV filing, dated March 5, 2026, reports $147M in regulatory assets under management, 3 employees, and 183 accounts.
Assets Under Management
$147M
Employees
3
Offices
--
Total Clients
115
Primary office
LUTZ, FL
136 WHITAKER ROAD, SUITE A, LUTZ, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
66
2
HNWI
41.7%
48
3
Corporations
0.9%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 5, 2026
Discretionary97.0%
$143M
97% of total RAUM97.0%
Non-discretionary3.0%
$4M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$147M
Total Accounts183
10Y AUM Change+$22M (+17.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.