Founded in 2006, Edgefield operates as a multi-family office, effectively serving as a personal CFO for high-net-worth families. The firm was initially established to manage the financial affairs of its founder's family and has since expanded to serve a select group of other families. Its core mission is to provide objective, comprehensive, and integrated financial management, including investment management, financial and tax planning, estate planning, and administrative services, allowing clients to simplify their financial lives. The firm's operating and SEC-registered investment adviser entity is Edgefield Capital Management, LLC.

Founded in

United States