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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EDMP, INC.

CRD 110248

LUTZ, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:102de8cc-4113-7f8e-53f5-55037e163828

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 15, 2012 to Mar 5, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $147MItem 5.F on the latest filing (2026-03-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $143M
Private client RAUM: $141MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $49.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 183
Individual clients: 66
High net worth clients: 48
SEC number: 801-43372
CRD: 110248
Filings on the tape: 29
First filed: Mar 15, 2012
Latest filed: Mar 5, 2026
Organised: Corporation, FL
Website: edmpinc.org

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JULIE CYCENAS CARNEVALE	n/a	Lutz, FL	33	41	n/a	no
CHARLES CARMEN CARNEVALE	n/a	LUTZ, FL \| Lutz, FL	33	45	1	no
Colton Joseph Carnevale	n/a	LUTZ, FL	7	26	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARNEVALE, CHARLES, CARMEN	Cco	Na	yes	09/2006	Mar 15, 2012	Feb 22, 2024
Carnevale, Colton, Joseph	PORTFOLIO MANAGER	Na	yes	11/2018	Mar 18, 2020	Feb 22, 2024
CARNEVALE, JULIE, CYCENAS	President	D	yes	04/2008	Mar 15, 2012	Feb 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.	n/a	State registered	$10.8M	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 5, 2026	$147M	$143M	3	2	0	n/a	n/a
2024	Mar 6, 2025	$147M	$144M	3	2	0	n/a	n/a
2023	Feb 22, 2024	$136M	$132M	3	2	0	n/a	n/a
2022	Mar 17, 2023	$128M	$125M	4	3	0	n/a	n/a
2021	Feb 16, 2022	$118M	$115M	4	3	0	n/a	n/a
2020	Feb 24, 2021	$102M	$98.7M	4	3	0	n/a	n/a
2019	Mar 18, 2020	$132M	$129M	4	3	0	n/a	n/a
2018	Mar 6, 2019	$121M	$119M	3	2	1	n/a	n/a
2017	Mar 9, 2018	$132M	$129M	3	2	1	n/a	n/a
2016	Mar 10, 2017	$126M	$124M	3	2	n/a	n/a	n/a
2015	Mar 23, 2016	$122M	$120M	3	2	n/a	n/a	n/a
2014	Mar 10, 2015	$128M	$126M	4	2	n/a	n/a	n/a
2013	Mar 19, 2014	$129M	$128M	4	3	n/a	n/a	n/a
2012	Mar 7, 2013	$100M	$100M	3	2	n/a	n/a	n/a
2011	Mar 15, 2012	$164M	$164M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$147M	$147M	-0.1%	$128M	4.8%	3	3	0	0

Relationships

Affiliated with (1)

→ FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.Registered adviserother investment adviser, control, common control
factForm ADV

Registered with (4)

← Colton Joseph CarnevaleAdvisorregistration: current employment
Oct 23, 2018 to presentfactForm ADV
← JULIE CYCENAS CARNEVALEAdvisorregistration: current employment
Mar 22, 1993 to presentfactForm ADV
← CHARLES CARMEN CARNEVALEAdvisorregistration: current employment
Mar 22, 1993 to presentfactForm ADV
← BENJAMIN MICHAEL HARDAdvisorregistration: previous registration
Apr 28, 2004 to Apr 14, 2008factForm ADV

Controls (3)

← CARNEVALE, JULIE, CYCENASOwnerPRESIDENT, ownership code D, individual
Mar 15, 2012 to Feb 22, 2024factForm ADV
← CARNEVALE, CHARLES, CARMENOwnerCCO, ownership code NA, individual
Mar 15, 2012 to Feb 22, 2024factForm ADV
← Carnevale, Colton, JosephOwnerPORTFOLIO MANAGER, ownership code NA, individual
Mar 18, 2020 to Feb 22, 2024factForm ADV

Dated events

Occurred
Jun 29, 2023
Control person left
W. Timothy Loudin (Sr Vp) no longer on Schedule A of Edmp, Inc. (listed 2023-03-17, absent 2023-06-29)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2020
Control person joined
Joseph Colton Carnevale (Portfolio Manager) appeared on Schedule A of Edmp, Inc.
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:102de8cc-4113-7f8e-53f5-55037e163828
First observed: Mar 15, 2012
Last observed: Mar 5, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EDMP, INC.

CRD 110248

LUTZ, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:102de8cc-4113-7f8e-53f5-55037e163828

Data as of Mar 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JULIE CYCENAS CARNEVALE

n/a

Lutz, FL

n/a

CHARLES CARMEN CARNEVALE

n/a

LUTZ, FL | Lutz, FL

Colton Joseph Carnevale

n/a

LUTZ, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARNEVALE, CHARLES, CARMEN

Cco

yes

09/2006

Mar 15, 2012

Feb 22, 2024

Carnevale, Colton, Joseph

PORTFOLIO MANAGER

yes

11/2018

Mar 18, 2020

Feb 22, 2024

CARNEVALE, JULIE, CYCENAS

President

yes

04/2008

Mar 15, 2012

Feb 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FUNDAMENTAL INVESTMENT ALLIANCE GROUP, INC.

n/a

State registered

$10.8M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$147M

$143M

n/a

2024

Mar 6, 2025

$147M

$144M

n/a

2023

Feb 22, 2024

$136M

$132M

n/a

2022

Mar 17, 2023

$128M

$125M

n/a

2021

Feb 16, 2022

$118M

$115M

n/a

2020

Feb 24, 2021

$102M

$98.7M

n/a

2019

Mar 18, 2020

$132M

$129M

n/a

2018

Mar 6, 2019

$121M

$119M

n/a

2017

Mar 9, 2018

$132M

$129M

n/a

2016

Mar 10, 2017

$126M

$124M

n/a

2015

Mar 23, 2016

$122M

$120M

n/a

2014

Mar 10, 2015

$128M

$126M

n/a

2013

Mar 19, 2014

$129M

$128M

n/a

2012

Mar 7, 2013

$100M

n/a

2011

Mar 15, 2012

$164M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$147M

-0.1%

$128M

4.8%