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EDGEWATER PRO SPORTS FINANCIAL

AVON, OH · CRD 135316 · IAPD ↗ · epsf.com · 440-934-2195

$225.0MRegulatory AUM
2Advisory reps
4Employees
10Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — EDGEWATER PRO SPORTS FINANCIAL reported RAUM up 25% ($180.0M -> $225.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — EDGEWATER PRO SPORTS FINANCIAL reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — EDGEWATER PRO SPORTS FINANCIAL reported RAUM up 29% ($117.0M -> $151.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — EDGEWATER PRO SPORTS FINANCIAL reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.