SourcingSourcing

EDWARDS CAPITAL, LLC

C26
CRD 157864·SEC 801-73440·MIAMI, FL
AUM
$7.89B
$1B+
Est. Revenue
$78.9M
@ 1% on AUM
Est. EBITDA
$23.7M
@ 30% margin
Est. Deal Value
$189.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EDWARDS CAPITAL, LLC
CRD
157864
SEC file #
801-73440
EIN
—
DBA names
Flexpoint Ford, Llc

Economics

AUM
$7.89B
AUM band
$1B+
AUM trajectory
'20'26
$2.45B → $7.89B▲ +222%
Client mix
Pooled Investment Vehicles22

Operations

Employees (total)
65
Advisory staff (per ADV)
65
Advisory staff (5-yr trend)
'20'26
35 advisors → 65 advisors▲ +86%
Primary office
MIAMI FL
Branches
Count1

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
flexpointford.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EDWARDS CAPITAL FLORIDA, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
EDWARDS CAPITAL FLORIDA, LP
ACKERMAN, CHRISTOPHER, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FLEXPOINTFORD.COM
Rdap Domain Creation Date
2008-05-30T23:06:19Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
100
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Jpmorgan13
Wells Fargo6
E*trade4
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-30T23:06:19Z
Rdap Domain Last Changed
2022-09-05T04:53:48Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (5)

5
ACKERMAN, CHRISTOPHER, JOHN
Executive Officer · 2.5%
2520773
BARANOWSKI, STEPHEN, WALTER
Executive Officer · 2.5%
5734470
BARHAM, MARK, NMN
Executive Officer · 2.5%
7718397
EDWARDS, DONALD, JOSEPH
Executive Officer · 2.5%
1881830
HAWORTH, STEPHEN, HADLEY
Executive Officer · 2.5%
6028487