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EB

Edward G. Beddow

BEDDOW CAPITAL MANAGEMENT
Jackson, WY 83001
Some features on this profile are disabled
CRD#: 2687985
EB

Professional summary

Edward George Beddow, who also goes by Edward Beddow, is a registered financial advisor currently at BEDDOW CAPITAL MANAGEMENT INC located in Jackson, Wyoming.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Edward has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Edward Beddow

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward George Beddow's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 17, 2017 - Present

BEDDOW CAPITAL MANAGEMENT INC

Office #1: 199 East Pearl Avenue Suite 102, Jackson, WY 83001
RIA
CRD#: 107491
Jackson, WY
Past

July 29, 2009 - December 31, 2012

BEDDOW CAPITAL MANAGEMENT INC

RIA
CRD#: 107491
HEALDSBURG, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BEDDOW CAPITAL MANAGEMENT INC
BEDDOW CAPITAL MANAGEMENT INC

CRD#: 107491 / SEC#: 801-37257

RIA
Registered Investment Advisory firm - (8/30/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wyoming
(7/17/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/20/1995
Uniform Investment Adviser Law Examination

Current Firm

BC
BEDDOW CAPITAL MANAGEMENT INC
BEDDOW CAPITAL MANAGEMENT INC

CRD#: 107491 / SEC#: 801-37257

RIA
Registered Investment Advisory firm - (8/30/1990 Approved)
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Contact information

Main Address
199 East Pearl Avenue Suite 102, Jackson, WY 83001
Mailing Address
Po Box 530, Jackson, WY 83001
Phone number
(307) 734-7300
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2024 BEDDOW ADV PART 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts164
AUM (Assets Under Management)$ 277,882,312

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BEDDOW CAPITAL MANAGEMENT INC

CRD#: 107491Jackson, WY 83001

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