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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EDGEROCK WEALTH MANAGEMENT

EDGEROCK CAPITAL LLC, CRD 312325

DENVER, CO

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:da2c800f-3a09-6d42-6947-d5ade4ce39d8

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 12
On other graphs: 0
Observed: Apr 27, 2021 to Jun 24, 2026
22 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=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $579MItem 5.F on the latest filing (2026-06-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $579M
Private client RAUM: $563MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $44.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 20
Advisory employees: 13
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,559
Individual clients: 408
High net worth clients: 156
Custody, client assets: $58.5M
SEC number: 801-121314
CIK: 1908378
CRD: 312325
Filings on the tape: 22
First filed: Apr 27, 2021
Latest filed: Jun 24, 2026
Organised: Limited Liability Company, CO
Website: edgerockwealth.com

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
KYLE F O'DELL	n/a	DENVER, CO	4	30	5	no
Robert Eugene Foss	Chartered Financial Analyst	DENVER, CO	4	13	2	no
TYLER F. O'DELL	n/a	DENVER, CO \| GRAND JUNCTION, CO	4	10	n/a	no
Kyle Randall Gerken	n/a	DENVER, CO	4	10	n/a	no
Jerad S Daniels	n/a	DENVER, CO	3	14	n/a	no
Pierce Sarkis Aichinger	n/a	DENVER, CO	3	13	n/a	no
GEORGE FREDERIC VON EIFF	Certified Financial Planner	DENVER, CO	2	27	2	no
RYAN MCKOWN	n/a	DENVER, CO	1	12	2	no
Danielle Codi Hage	n/a	DENVER, CO \| GRAND JUNCTION, CO	1	17	n/a	no
Chase M Adler	n/a	DENVER, CO	0	12	2	no
JOHN DOUGLAS HILL	Certified Financial Planner	DENVER, CO	0	16	7	no
ANGELINA NICOLE SANCHEZ	n/a	DENVER, CO	0	10	n/a	no
Daniel Mckibben Willis	n/a	DENVER, CO	0	10	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
Foss, Robert, Eugene	PORTFOLIO MANAGER	Na	yes	11/2020	Apr 27, 2021	Oct 2, 2024
O'DELL, KYLE, F	President	E	yes	12/2018	Apr 27, 2021	Oct 2, 2024
SWENDIMAN, MATTHEW, ASHLEY	CHIEF COMPLIANCE OFFICER	Na	yes	12/2023	Dec 14, 2023	Oct 2, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Denver	Co	United States	7	no
GRAND JUNCTION	Co	United States	1	no
Bend	Or	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; showing 5 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$579M	$579M	20	13	1	n/a	n/a
2024	Feb 12, 2025	$470M	$470M	17	9	1	n/a	n/a
2023	Feb 9, 2024	$325M	$325M	15	9	3	n/a	n/a
2022	Feb 21, 2023	$253M	$253M	15	9	2	n/a	n/a
2021	Mar 31, 2022	$231M	$231M	11	7	1	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
2	1	1	7.7%	0	0	0	5	4

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	$579M	$470M	23.0%	$253M	31.8%	20	17	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AE WEALTH MANAGEMENT, LLC	2	Jan 18, 2022	Oct 3, 2021	ENGLEWOOD, CO	Team lift out	Ibd to RIA	0.6%

Relationships

Registered with (19)

← Daniel Mckibben WillisAdvisorregistration: current employment
Aug 5, 2026 to presentfactForm ADV
← ANGELINA NICOLE SANCHEZAdvisorregistration: current employment
Mar 31, 2026 to presentfactForm ADV
← JOHN DOUGLAS HILLAdvisorregistration: current employment
Jan 8, 2026 to presentfactForm ADV
← Chase M AdlerAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Danielle Codi HageAdvisorregistration: current employment
Sep 10, 2025 to presentfactForm ADV
← RYAN MCKOWNAdvisorregistration: current employment
May 7, 2025 to presentfactForm ADV
← GEORGE FREDERIC VON EIFFAdvisorregistration: current employment
Oct 20, 2023 to presentfactForm ADV
← Jerad S DanielsAdvisorregistration: current employment
Aug 23, 2023 to presentfactForm ADV
← Pierce Sarkis AichingerAdvisorregistration: current employment
Aug 23, 2023 to presentfactForm ADV
← Kyle Randall GerkenAdvisorregistration: current employment
Dec 6, 2021 to presentfactForm ADV
← KYLE F O'DELLAdvisorregistration: current employment
Oct 3, 2021 to presentfactForm ADV
← Robert Eugene FossAdvisorregistration: current employment
Oct 3, 2021 to presentfactForm ADV
← TYLER F. O'DELLAdvisorregistration: current employment
Oct 3, 2021 to presentfactForm ADV
← RONNIE EDWARD DAWSONAdvisorregistration: previous registration
Aug 4, 2025 to Feb 20, 2026factForm ADV
← Kyle Arthur ShelleyAdvisorregistration: previous registration
Dec 6, 2021 to Jan 10, 2025factForm ADV
← BRETT Preston TOMLINSONAdvisorregistration: previous registration
Feb 6, 2024 to Dec 17, 2024factForm ADV
← JACOB THOMAS GREENAdvisorregistration: previous registration
Apr 6, 2022 to Jun 26, 2024factForm ADV
← JORDAN LIVINGSTON RICEAdvisorregistration: previous registration
Oct 3, 2021 to Jul 6, 2023factForm ADV
← ANDREW ROBERT PERRYAdvisorregistration: previous registration
Nov 2, 2021 to Apr 14, 2023factForm ADV

Controls (3)

← O'DELL, KYLE, FOwnerPRESIDENT, ownership code E, individual
Apr 27, 2021 to Oct 2, 2024factForm ADV
← SWENDIMAN, MATTHEW, ASHLEYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 14, 2023 to Oct 2, 2024factForm ADV
← Foss, Robert, EugeneOwnerPORTFOLIO MANAGER, ownership code NA, individual
Apr 27, 2021 to Oct 2, 2024factForm ADV

Moved with (1)

← AE WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out
Jan 18, 2022 to Oct 3, 2021factForm ADV

Dated events

Occurred
Feb 20, 2026
Advisor changed firm
Ronnie Edward Dawson left Edgerock Wealth Management for Edelman Financial Engines (registered 2026-04-02)
Form ADVobserved 5 days ago
Occurred
Feb 12, 2025
Regulatory AUM changed
Edgerock Wealth Management reported RAUM $470.5M, up 45% from $325.1M (2024-10-02 to 2025-02-12)
Form ADVobserved 5 days ago
$145M
Occurred
Jan 10, 2025
Advisor changed firm
Kyle Arthur Shelley left Edgerock Wealth Management for Cerity Partners Llc (registered 2025-01-15)
Form ADVobserved 5 days ago
Occurred
Dec 17, 2024
Advisor changed firm
Brett Preston Tomlinson left Edgerock Wealth Management for Foundations Investment Advisors Llc (registered 2025-01-06)
Form ADVobserved 5 days ago
Occurred
Jun 26, 2024
Advisor changed firm
Jacob Thomas Green left Edgerock Wealth Management for Green Tree Wealth, Inc (registered 2025-01-01)
Form ADVobserved 5 days ago
Occurred
Dec 14, 2023
Control person joined
Ashley Matthew Swendiman (Chief Compliance Officer) appeared on Schedule A of Edgerock Wealth Management
Form ADVobserved 5 days ago
Occurred
Sep 18, 2023
Control person left
William Michael Kronket (Chief Compliance Officer) no longer on Schedule A of Edgerock Wealth Management (listed 2023-06-22, absent 2023-09-18)
Form ADVobserved 5 days ago
Occurred
Jul 6, 2023
Advisor changed firm
Jordan Livingston Rice left Edgerock Wealth Management for Mariner (registered 2023-07-18)
Form ADVobserved 5 days ago
Occurred
Apr 14, 2023
Advisor changed firm
Andrew Robert Perry left Edgerock Wealth Management for Foundations Investment Advisors Llc (registered 2023-04-28)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2023
Control person joined
William Michael Kronket (Chief Compliance Officer) appeared on Schedule A of Edgerock Wealth Management
Form ADVobserved 5 days ago
Occurred
Jan 18, 2022
Team lift-out
2 advisors left AE Wealth Management, LLC (Englewood, CO) for Edgerock Wealth Management within 8 days
Form ADVobserved 5 days ago
2 advisors
Occurred
Apr 27, 2021
First Form ADV filing
Edgerock Capital Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da2c800f-3a09-6d42-6947-d5ade4ce39d8
First observed: Apr 27, 2021
Last observed: Jun 24, 2026 2 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.

EDGEROCK WEALTH MANAGEMENT

EDGEROCK CAPITAL LLC, CRD 312325

DENVER, CO

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:da2c800f-3a09-6d42-6947-d5ade4ce39d8

Data as of Jun 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KYLE F O'DELL

n/a

DENVER, CO

Robert Eugene Foss

Chartered Financial Analyst

DENVER, CO

TYLER F. O'DELL

n/a

DENVER, CO | GRAND JUNCTION, CO

n/a

Kyle Randall Gerken

n/a

DENVER, CO

n/a

Jerad S Daniels

n/a

DENVER, CO

n/a

Pierce Sarkis Aichinger

n/a

DENVER, CO

n/a

GEORGE FREDERIC VON EIFF

Certified Financial Planner

DENVER, CO

RYAN MCKOWN

n/a

DENVER, CO

Danielle Codi Hage

n/a

DENVER, CO | GRAND JUNCTION, CO

n/a

Chase M Adler

n/a

DENVER, CO

JOHN DOUGLAS HILL

Certified Financial Planner

DENVER, CO

ANGELINA NICOLE SANCHEZ

n/a

DENVER, CO

n/a

Daniel Mckibben Willis

n/a

DENVER, CO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Foss, Robert, Eugene

PORTFOLIO MANAGER

yes

11/2020

Apr 27, 2021

Oct 2, 2024

O'DELL, KYLE, F

President

yes

12/2018

Apr 27, 2021

Oct 2, 2024

SWENDIMAN, MATTHEW, ASHLEY

CHIEF COMPLIANCE OFFICER

yes

12/2023

Dec 14, 2023

Oct 2, 2024

City

State

Country

Employees

Also broker-dealer

Denver

United States

GRAND JUNCTION

United States

Bend

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

$579M

n/a

2024

Feb 12, 2025

$470M

n/a

2023

Feb 9, 2024

$325M

n/a

2022

Feb 21, 2023

$253M

n/a

2021

Mar 31, 2022

$231M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$579M

$470M

23.0%

$253M

31.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AE WEALTH MANAGEMENT, LLC

Jan 18, 2022

Oct 3, 2021

ENGLEWOOD, CO

Team lift out

Ibd to RIA

0.6%