Edgerock Capital Llc
- Regulatory AUM
- $579M
- Discretionary
- $579M
- Clients
- 575
- Avg AUM / client
- $1.0M
- Accounts
- 1,559
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 408 | $163M | 28.2% |
| High net worth individuals | 156 | $400M | 69.0% |
| Corporations and other businesses | 11 | $16.2M | 2.79% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kyle F O'dell | President | Dec 2018 (8y) | 75% or more | |
| Robert Eugene Foss | Portfolio Manager | CFA | Nov 2020 (6y) | Less than 5% |
| Matthew Ashley Swendiman | Chief Compliance Officer | Chartered Financial Consultant CFA | Dec 2023 (3y) | Less than 5% |
| Tyler F. O'dell | Registered representative | Oct 2021 (5y) | ||
| Kyle Randall Gerken | Registered representative | Dec 2021 (5y) | ||
| Jerad S Daniels | Registered representative | Aug 2023 (3y) | ||
| Pierce Sarkis Aichinger | Registered representative | Aug 2023 (3y) | ||
| George Frederic Von Eiff | Registered representative | CFP | Oct 2023 (3y) | |
| Ryan Mckown | Registered representative | May 2025 (1y) | ||
| Danielle Codi Hage | Registered representative | Sep 2025 (1y) | ||
| Chase M Adler | Registered representative | Jan 2026 (1y) | ||
| John Douglas Hill | Registered representative | CFP | Jan 2026 (1y) | |
| Angelina Nicole Sanchez | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $579M (100% of AUM) Jun 2026
- TD Ameritrade $253M (100% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗