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Edmunds White Partners LLC (Richmond)


Edmunds White Partners LLC is an adviser based in Richmond. It manages $78.34 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Virginia.

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Edmunds White Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edmunds White Partners: assets under management

The assets under management (AUM) of Edmunds White Partners LLC is $78.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $78.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.42 million each.
Edmunds White Partners has custody of $78.34 million in cash and securities for 55 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edmunds White Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Edmunds White Partners LLC performs its advisory services is located at 10831 Ridgefield Parkway, Richmond, VA 23233 3501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-754-0345 or by fax 804-754-0881. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at edmundswhitepartners.com/index.html.


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