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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

EDGE ADVISORS, LLC

CRD 142261

ATLANTA, GA

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Search this name across graphsid dfx:ria:845410d0-4f2e-41fa-3c56-e80d352c444e

Data as of Mar 22, 2018 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 3
On other graphs: 1
Observed: Mar 28, 2012 to Mar 22, 2018
24 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Edge Advisors, LLC

Private equity manager · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.5BItem 5.F on the latest filing (2018-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.3B
Private client RAUM: $2.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 83%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 36
Advisory employees: 22
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 274
High net worth clients: 242
Private funds: 4Schedule D 7.B(1)
Private fund GAV: $227Mgross asset value as reported per fund; never fund size
Custody, client assets: $2.6B
SEC number: 801-67338
CRD: 142261
Filings on the tape: 24
First filed: Mar 28, 2012
Latest filed: Mar 22, 2018
Organised: Limited Liability Company, Georgia

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
EDGE DISCOVERY LTD	Hedge Fund	$6.8M	Mar 22, 2018	13	Mar 28, 2012	reported	021-174530

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
EDGE CAPITAL PARTNERS, LLC	MANAGING MEMBER	E	yes	10/2006	Mar 28, 2012	Mar 22, 2018
GARLINGTON, JULIUS, PEEK	Partner	Na	yes	02/2007	Mar 28, 2012	Mar 22, 2018
IZLAR, PAUL, ROBERTS POINSETT	Partner	Na	yes	02/2007	Mar 28, 2012	Mar 22, 2018
JONES, HENRY, MORGAN	MANAGING PARTNER	Na	yes	09/2012	Mar 28, 2012	Mar 22, 2018
KARVIS, BARRETT, CHRISTOPHER	CHIEF OPERATING OFFICER	Na	yes	12/2016	Mar 31, 2017	Mar 22, 2018
MANER, WILLIAM, ALBERT	Partner	Na	yes	09/2012	Mar 28, 2012	Mar 22, 2018
RAYLE, ALBERT, AMIS	Partner	Na	yes	02/2007	Mar 28, 2012	Mar 22, 2018
SKEEAN, WILLIAM, C	Partner	Na	yes	09/2012	Mar 28, 2012	Mar 22, 2018
CARNEY, MATTHEW, B	CHIEF COMPLIANCE OFFICER	Na	no	09/2017	Sep 28, 2017	Mar 22, 2018

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
EDGE CORPORATE FINANCE, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	3	no
Charlotte	Nc	United States	2	no
Tampa	FL	United States	1	no
Lexington	Ky	United States	1	no
CHAPEL HILL	Nc	United States	1	no
Nashville	Tn	United States	1	no

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
2017	Mar 22, 2018	$3.5B	$3.3B	36	22	6	4	$227M
2016	Mar 31, 2017	$2.7B	$2.6B	30	19	n/a	4	$229M
2015	Apr 1, 2016	$2.3B	$1.5B	31	19	n/a	4	$208M
2014	Mar 31, 2015	$2.4B	$1.5B	26	17	n/a	4	$262M
2013	Mar 13, 2014	$2.2B	$1.2B	21	18	n/a	4	$244M
2012	Apr 1, 2013	$1.9B	$929M	18	16	n/a	3	$197M
2011	Mar 28, 2012	$1.4B	$574M	n/a	n/a	n/a	2	$127M

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
2017	$3.5B	$2.7B	29.8%	$2.4B	13.8%	36	30	6	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EDGE CAPITAL GROUP, LLC	14	Aug 16, 2018	Jun 19, 2019	ATLANTA, GA	Firm absorbed	RIA to new firm	77.8%
EDGE CAPITAL GROUP, LLC	2	Aug 16, 2018	Aug 16, 2018	CHARLOTTE, NC	Team lift out	RIA to new firm	11.1%
EDGE CAPITAL GROUP, LLC	2	Aug 16, 2018	Aug 16, 2018	DALLAS, TX	Team lift out	RIA to new firm	11.1%

Relationships

Advises (1)

→ EDGE DISCOVERY LTDPrivate fundHedge Fund, IA
Mar 28, 2012 to presentfactForm ADV

Controls (8)

← RAYLE, ALBERT, AMISOwnerPARTNER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← GARLINGTON, JULIUS, PEEKOwnerPARTNER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← MANER, WILLIAM, ALBERTOwnerPARTNER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← IZLAR, PAUL, ROBERTS POINSETTOwnerPARTNER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← JONES, HENRY, MORGANOwnerMANAGING PARTNER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← SKEEAN, WILLIAM, COwnerPARTNER, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← KARVIS, BARRETT, CHRISTOPHEROwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 31, 2017 to presentfactForm ADV
← EDGE CAPITAL PARTNERS, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 28, 2012 to presentfactForm ADV

Owns (1)

← CARNEY, MATTHEW, BOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 28, 2017 to presentfactForm ADV

Moved with (1)

→ EDGE CAPITAL GROUP, LLCRegistered adviser14 advisors, firm absorbed, same day
Aug 16, 2018 to Jun 19, 2019factForm ADV

Registered with (24)

← ALBERT AMIS RAYLEAdvisorregistration: previous registration
Feb 16, 2007 to Aug 16, 2018factForm ADV
← ANSEL LEWIS DAVISAdvisorregistration: previous registration
May 23, 2018 to Aug 16, 2018factForm ADV
← JULIUS PEEK GARLINGTONAdvisorregistration: previous registration
Feb 22, 2007 to Aug 16, 2018factForm ADV
← PAUL ROBERTS POINSETT IZLARAdvisorregistration: previous registration
Mar 29, 2007 to Aug 16, 2018factForm ADV
← WILLIAM JONES DEBUTTSAdvisorregistration: previous registration
Jul 7, 2015 to Aug 16, 2018factForm ADV
← ANNA KATHARYN HENDRIXAdvisorregistration: previous registration
Jan 28, 2010 to Aug 16, 2018factForm ADV
← KENDRICK WARE MATTOXAdvisorregistration: previous registration
Aug 22, 2011 to Aug 16, 2018factForm ADV
← HENRY MORGAN JONESAdvisorregistration: previous registration
Dec 14, 2006 to Aug 16, 2018factForm ADV
← LAMAR WHITWORTH DAVISAdvisorregistration: previous registration
Nov 13, 2007 to Aug 16, 2018factForm ADV
← James Thomas PatrickAdvisorregistration: previous registration
Mar 19, 2015 to Aug 16, 2018factForm ADV
← PAUL LLEWELLYN ROBERTSONAdvisorregistration: previous registration
Feb 15, 2013 to Aug 16, 2018factForm ADV
← WILLIAM C SKEEANAdvisorregistration: previous registration
Feb 16, 2007 to Aug 16, 2018factForm ADV
← DENNIS J SABOAdvisorregistration: previous registration
Feb 20, 2018 to Aug 16, 2018factForm ADV
← BRENDAN HUGH KEELANAdvisorregistration: previous registration
Oct 16, 2017 to Aug 16, 2018factForm ADV
← ELIZABETH GIORDANO MACKIEAdvisorregistration: previous registration
May 18, 2010 to Aug 16, 2018factForm ADV
← RICHARD BLAKE PEARCEAdvisorregistration: previous registration
Sep 21, 2015 to Aug 16, 2018factForm ADV
← JACOBI RAY PADGETTAdvisorregistration: previous registration
Sep 27, 2012 to Aug 16, 2018factForm ADV
← MATTHEW B CARNEYAdvisorregistration: previous registration
Oct 3, 2017 to Aug 16, 2018factForm ADV
← Lacey Lynne SchoenbachlerAdvisorregistration: previous registration
May 19, 2017 to Apr 16, 2018factForm ADV
← GORDON HUNTINGTON HARPERAdvisorregistration: previous registration
Jun 5, 2008 to Aug 1, 2016factForm ADV
← ROBERT WILLIAM CORNERAdvisorregistration: previous registration
Oct 12, 2010 to Dec 7, 2012factForm ADV
← ROSZELL MACKAdvisorregistration: previous registration
Jul 15, 2010 to Sep 29, 2010factForm ADV
← Carlton ForresterAdvisorregistration: previous registration
Apr 7, 2009 to Jan 4, 2010factForm ADV
← MURALI BALASUBRAMANIANAdvisorregistration: previous registration
Feb 10, 2009 to Dec 15, 2009factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 22, 2018
Regulatory AUM changed
Edge Advisors, Llc reported RAUM $3.5B, up 30% from $2.7B (2017-09-28 to 2018-03-22)
Form ADVobserved 3 days ago
$802M
Occurred
Oct 31, 2014
Succession filed (Item 4)
Edge Advisors, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Mar 22, 2018
Edge Advisors, Llc reported 25 state-registered advisory representatives, up from 15 (2017-09-28 to 2018-03-22)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:845410d0-4f2e-41fa-3c56-e80d352c444e
First observed: Mar 28, 2012
Last observed: Mar 22, 2018 103 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.

EDGE ADVISORS, LLC

CRD 142261

ATLANTA, GA

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:845410d0-4f2e-41fa-3c56-e80d352c444e

Data as of Mar 22, 2018 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:34 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

EDGE DISCOVERY LTD

Hedge Fund

$6.8M

Mar 22, 2018

Mar 28, 2012

reported

021-174530

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EDGE CAPITAL PARTNERS, LLC

MANAGING MEMBER

yes

10/2006

Mar 28, 2012

Mar 22, 2018

GARLINGTON, JULIUS, PEEK

Partner

yes

02/2007

Mar 28, 2012

Mar 22, 2018

IZLAR, PAUL, ROBERTS POINSETT

Partner

yes

02/2007

Mar 28, 2012

Mar 22, 2018

JONES, HENRY, MORGAN

MANAGING PARTNER

yes

09/2012

Mar 28, 2012

Mar 22, 2018

KARVIS, BARRETT, CHRISTOPHER

CHIEF OPERATING OFFICER

yes

12/2016

Mar 31, 2017

Mar 22, 2018

MANER, WILLIAM, ALBERT

Partner

yes

09/2012

Mar 28, 2012

Mar 22, 2018

RAYLE, ALBERT, AMIS

Partner

yes

02/2007

Mar 28, 2012

Mar 22, 2018

SKEEAN, WILLIAM, C

Partner

yes

09/2012

Mar 28, 2012

Mar 22, 2018

CARNEY, MATTHEW, B

CHIEF COMPLIANCE OFFICER

09/2017

Sep 28, 2017

Mar 22, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EDGE CORPORATE FINANCE, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dallas

United States

Charlotte

United States

Tampa

United States

Lexington

United States

CHAPEL HILL

United States

Nashville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 22, 2018

$3.5B

$3.3B

$227M

2016

Mar 31, 2017

$2.7B

$2.6B

n/a

$229M

2015

Apr 1, 2016

$2.3B

$1.5B

n/a

$208M

2014

Mar 31, 2015

$2.4B

$1.5B

n/a

$262M

2013

Mar 13, 2014

$2.2B

$1.2B

n/a

$244M

2012

Apr 1, 2013

$1.9B

$929M

n/a

$197M

2011

Mar 28, 2012

$1.4B

$574M

n/a

$127M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$3.5B

$2.7B

29.8%

$2.4B

13.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EDGE CAPITAL GROUP, LLC

Aug 16, 2018

Jun 19, 2019

ATLANTA, GA

Firm absorbed

RIA to new firm

77.8%

EDGE CAPITAL GROUP, LLC

Aug 16, 2018

CHARLOTTE, NC

Team lift out

RIA to new firm

11.1%

EDGE CAPITAL GROUP, LLC

Aug 16, 2018

DALLAS, TX

Team lift out

RIA to new firm

11.1%