ME
Matthew A. Edgar
EDGAR INVESTMENT MANAGEMENT
Houston, TX 77095
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CRD#: 5982584
ME
Professional summary
Matthew Aaron Edgar, CFA, who also goes by Matt Edgar, is a registered financial advisor currently at EDGAR INVESTMENT MANAGEMENT, LLC located in Houston, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Edgar
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.
NAME: EDGAR AND EDGAR CPAS, LLC INVESTMENT RELATED: NO ADDRESS: 12246 Queenston Blvd., Suite F, Houston, TX 77095 NATURE: ACCOUNTING AND TAXES POSITION: CPA/OWNER START DATE: 7/30/2013 HOURS DEVOTED: 1/MONTH HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PROVIDE ACCOUNTING AND TAX SERVICES TO INDIVIDUALS ------------------------------------------------------------------------------------------------- NAME: Heideff, LLC INVESTMENT RELATED: NO ADDRESS: 1200 Hallmark, Canyon Lake, TX 78133 NATURE: Short Term Rental POSITION: Owner START DATE: 11/2021 HOURS DEVOTED: 8/MONTH HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Manage Short-Term Rental. ------------------------------------------------------------------------------------------------- NAME: MaMiJo 1, LLC INVESTMENT RELATED: Yes ADDRESS: 12246 Queenston Blvd., Suite F, Houston, TX 77095 NATURE: Passive investment in real estate POSITION: Member START DATE: 6/19/2023 HOURS DEVOTED: 1/MONTH HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Maintain books for passive investment firm.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Aaron Edgar's 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®
Experience
Current
December 6, 2011 - Present
EDGAR INVESTMENT MANAGEMENT, LLC
Office #1: 12246 Queenston Blvd Suite F, Houston, TX 77095RIA
CRD#: 159196
Houston, TX
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
Texas(12/6/2011)
Exams
Current Firm
EI
EDGAR INVESTMENT MANAGEMENT, LLC
EDGAR AND EDGAR CPAS, LLC | SAWTOOTH CAPITAL MANAGEMENT, LLC | LIBERTY FLEET SERVICES, LLC | EDGAR INVESTMENT MANAGEMENT, LLC
CRD#: 159196 / SEC#:
Texas
Registered Investment Advisory firm - (12/6/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12246 Queenston Blvd Suite F, Houston, TX 77095
Mailing Address
12246 Queenston Blvd Suite F, Houston, TX 77095
Phone number
(832) 680-4272
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 63 |
| AUM (Assets Under Management) | $ 8,894,445 |
Red Flags
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Company Information
EDGAR INVESTMENT MANAGEMENT, LLC
CRD#: 159196Houston, TX 77095TRUST BUT VERIFY
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