Investment adviser · CRD 135316
EDGEWATER PRO SPORTS FINANCIAL
Investment adviser filing (IA)
HENSON-EDGEWATER MANAGEMENT, LLC
AVON, OH, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $225M Form ADV · Item 5.F
- Client accounts
- 715 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 714 | $225,000,000 | 100.0% |
| High-net-worth individuals | 27 | Not reported | Not reported |
Filing source
Form ADV 2082164 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
36855 AMERICAN WAY, SUITE FAVON, OH, 44011, United States
CRD 135316
Filing source
Form ADV 2082164 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.