Edgewater Pro Sports Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Avon, OH. Its latest Form ADV filing, dated March 27, 2026, reports $225M in regulatory assets under management, 4 employees, and 715 accounts.
Assets Under Management
$225M
Employees
4
Offices
--
Total Clients
741
Primary office
AVON, OH
36855 AMERICAN WAY, SUITE F, AVON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.4% of total clients.
Top client categories% of clientsClients
1
Individuals
96.4%
714
2
HNWI
3.6%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$225Mas of March 27, 2026
Discretionary100.0%
$225M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$225M
Total Accounts715
10Y AUM Change+$108M (+92.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee185:1
10Y Employee Change+3 (+300.0%)
* 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.