EdgeRock Capital is an investment advisor in Denver with $252.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
832748755
SEC advisor number
801-121314
FINRA CRD number
312325
AUM ?
$252.90 mm
(as of 22 Jun 23)
Accounts
1,235
(as of 22 Jun 23)
Employees
15
(9 investment advisory or research)
Office hours
Monday - Friday, 8:30AM - 5:00PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
O'dell, Kyle, F | President | 12/2018 | > 75% |
Foss, Robert, Eugene | Portfolio Manager | 11/2020 | < 5% |
Kronket, Michael, William | Chief Compliance Officer | 02/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
5 Oct 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22