Edge Financial Advisors LLC
Edge Financial Advisors, LLC is a SEC registered investment adviser headquartered in Wheaton, Illinois. The firm was founded in 2005 and is majority-owned by Edward J. Meek. With approximately 7 employees, Edge Financial Advisors serves primarily individuals, high net worth individuals, and a small number of pension plans and charitable organizations, providing holistic financial planning and investment supervisory services.
Investment Strategy
Edge Financial Advisors, LLC offers investment supervisory services through personalized portfolio management. The firm constructs portfolios emphasizing long-term investment objectives, engages clients through written agreements, and allows for withdrawals subject to standard procedures. EFA provides both performance-based and fixed fee arrangements, generally imposing minimum annual fees and tailoring portfolios per each client's needs. Their approach stresses holistic financial planning, asset allocation, and investment selection based on individual client goals, risk tolerance, and financial situations.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 13.19% | $25.0M | 185,418 | $122.01 | $135.04 | +$1.6M |
S SPY | SPDR S&P 500 ETF TR | 6.27% | $11.9M | 19,256 | $573.80 | $617.85 | +$1.1M |
I IXUS | ISHARES TR | 6.25% | $11.9M | 153,444 | $69.81 | $77.31 | +$832.8K |
D DUHP | DIMENSIONAL ETF TRUST | 4.44% | $8.4M | 236,679 | $33.85 | $35.56 | +$1.9M |
D DYNF | BLACKROCK ETF TRUST | 4.12% | $7.8M | 143,778 | $48.76 | $54.46 | +$703.4K |