EDGEWATER CAPITAL MANAGEMENT, LLC

EDGEWATER CAPITAL PARTNERS
INDEPENDENCE, Ohio·6 registered advisors·CRD# 162735
SEC# 801-1180180216-292-3838
01

Firm Overview

AUM
$572M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03

Specialties

Retirement Planning
04

Advisors at EDGEWATER CAPITAL MANAGEMENT, LLC

6 registered advisors
Brian Nolan Leonard
INDEPENDENCE, Ohio
Christopher Fooshee Childres
INDEPENDENCE, Ohio
Peter Ellsworth Ostergard
INDEPENDENCE, Ohio
Richard Thurlow Schwarz
INDEPENDENCE, Ohio
Robert Lloyd Girton Jr
INDEPENDENCE, Ohio
Ryan James Meany
INDEPENDENCE, Ohio
05

Office Locations

INDEPENDENCE, Ohio
6 advisors

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Data sourced from SEC Form ADV filings. EDGEWATER CAPITAL MANAGEMENT, LLC (CRD# 162735) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.