Edmp provides portfolio management for individuals and small businesses.
Edmp reports 115 clients. They include 66 individual clients, 48 high-net-worth individuals and 1 corporate or other business client. Of its assets, 97.0% ($143M across 181 accounts) are managed with discretion; $4.4M across 2 accounts are not. It advised 122 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 16% |
| High-net-worth individuals | 42% | 80% |
| Corporations and other businesses | <1% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 66 | $23.6M | 16.0% | $357K |
| High-net-worth individuals | 48 | $118M | 80.0% | $2.46M |
| Corporations and other businesses | Fewer than 5 | $5.93M | 4.0% | $5.93M |
| Total | 115 | $147M | 100% | — |
- Clients
- 66
- Regulatory AUM
- $23.6M
- AUM share
- 16.0%
- Avg. per client
- $357K
- Clients
- 48
- Regulatory AUM
- $118M
- AUM share
- 80.0%
- Avg. per client
- $2.46M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.93M
- AUM share
- 4.0%
- Avg. per client
- $5.93M
Total
- Clients
- 115
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 122
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Edmp is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Julie Carnevale owns 50% to 75% of Edmp. The leadership team of Edmp includes President Julie Carnevale. It has 3 employees, 2 of them in advisory roles.
Leadership
- Julie CarnevalePresident
- Colton CarnevalePortfolio Manager
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Edmp, Inc.
Julie Carnevale
Control person · since April 2008
Edmp’s regulatory assets grew from $102M (May 2021) to $147M (March 2026); clients fell from 144 to 115 and employees from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $147M | 115 | 3 | 1 |
| Mar 2025March 2025 | $147M | 122 | 3 | 1 |
| Feb 2024February 2024 | $136M | 126 | 3 | 1 |
| Jun 2023June 2023 | $128M | 128 | 3 | 1 |
| Jul 2022July 2022 | $118M | 130 | 4 | 1 |
| May 2021May 2021 | $102M | 144 | 4 | 1 |
Besides its headquarters, Edmp has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 136 Whitaker Road, Suite A, LutzHQ
Contact and registration details
- Legal name
- Edmp, Inc.
- Headquarters
- 136 Whitaker Road, Suite A, Lutz, FL 33549
- Website
- Not reported
- Phone
- 813-960-9600
- SEC file
- 801-43372
- Structure
- Florida corporation
- Fiscal year end
- December
Edmp’s named custodian for separately managed accounts is Charles Schwab ($125M). Edmp does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $125M100%
At year end, Edmp’s separately managed accounts were mostly in stocks (88%). Its reported 13F holdings for the quarter ended 30 June 2026 total $124M across 70 positions; the largest are Broadcom Inc. (9.3%), Abbvie Inc. (5.0%) and Amgen Inc. (4.5%).
What the accounts hold
- Stocks88%
- Cash6%
Filed values cover 94%. The neutral 6% gap has no reported category.
Reported 13F holdings
- $124M
- Reported 13F value
- 70
- Positions
- 43.8%
- In the 10 largest
- +0.4%
- Value vs. prior quarter
- Broadcom Inc.9.3%
- Abbvie Inc.5.0%
- Amgen Inc.4.5%
- Altria Group Inc.4.5%
- Omega Healthcare Invs Inc.4.3%
- Aflac Inc.4.0%
- Omnicom Group Inc.3.7%
- Ugi Corp. New3.4%
- Ameriprise Finl Inc.2.6%
- Truist Finl Corp.2.6%
Together, the ten largest are 43.8% of reported value.
How many clients does Edmp have?
Edmp has 115 clients and manages $147 million for them, as of March 2026. They include 66 individual clients, 48 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Edmp offer?
Edmp provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Edmp use?
Edmp’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $125M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Edmp have?
Edmp has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Edmp invest in?
At the end of its last fiscal year, Edmp’s separately managed accounts held 88% exchange-traded equities and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Edmp?
Edmp’s direct owner is Julie Carnevale (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Edmp get paid?
Edmp is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Edmp?
Edmp’s main office is at 136 Whitaker Road, Suite A, Lutz, FL 33549. Its phone number is 813-960-9600.