SourcingSourcing

EDMP, INC.

A65
CRD 110248·SEC 801-43372·LUTZ, FL
AUM
$147.4M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$442K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EDMP, INC.
CRD
110248
SEC file #
801-43372
EIN
593170260
DBA names
—

Economics

AUM
$147.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$121.4M → $147.4M▲ +21%
Client mix
Individuals Other66
Individuals High Net Worth48
Corporations1

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
LUTZ FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
edmpinc.org

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARNEVALE, JULIE, CYCENAS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CARNEVALE, JULIE, CYCENAS
CARNEVALE, CHARLES, CARMEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
edmpinc.org
Rdap Domain Creation Date
1999-09-01T00:37:37.562Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001016021
Edgar Registered
Yes
Edgar Filing Count
84
Edgar First Filing Date
2006-02-10
Edgar Last Filing Date
2026-04-28
Edgar 13f Count
84
Edgar 13f Latest AUM Estimate
Filing Date2026-04-28
Accession0001016021-26-000002
Edgar Former Names
Great Companies, Inc.
EDMP INC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2828
Soi Zip Pct 200k Plus
0.0932
Soi Zip Returns 200k Plus
830
Soi Zip Total AGI
870,240
Fdic Zip Total Deposits
9,609,405,000
Fdic Zip Branch Count
179
Fdic Zip Top Banks
SunTrust Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
136 WHITAKER ROADLUTZ, FL 33549
Business
136 WHITAKER ROADLUTZ, FL 33549
Edgar EIN
593170260
Edgar Recent Filings
13F-HR2026-04-28 · 0001016021-26-000002
13F-HR2026-01-21 · 0001016021-26-000001
Fdic Zip Branches Raw
Sun Bank of Tampa BayLutz, FL
NationsBank of Florida, N.A.Lutz, FL
Fdic Zip HHI
1538.89
Fdic Zip Top Bank Share Pct
28.06
Fdic Zip Year
2025
Fee Schedule
Bracket I88
Bracket Xi6
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-01T00:37:36Z
Rdap Domain Last Changed
2024-12-22T16:27:04.339Z
Rdap Nameservers
Ns19.worldnic.comNs20.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI29,070
Returns2,260
Stub 2
AGI69,979
Returns1,890
Stub 3
AGI79,785
Returns1,300
Soi Zip Total Business Income
20,146
Soi Zip Total Cap Gains
51,061
Soi Zip Total Dividends
17,126
Soi Zip Total Returns
8,910
Top Owner CRD
1317870
Trust Company Affiliate
No

People (3)

3
CARNEVALE, JULIE, CYCENAS
IAR · Direct Owner · 62.5%
1317870
CARNEVALE, CHARLES, CARMEN
IAR · Executive Officer · 2.5%
41098
Carnevale, Colton, Joseph
IAR · Executive Officer · 2.5%
7013737