Brice Eldredge
Edgehelm Financial · Nashville, Tennessee
Brice Eldredge is a fee-only financial advisor at Edgehelm Financial in Nashville, Tennessee. Edgehelm Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Edgehelm Financial |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $63.0M across 72 accounts |
| SEC registration | Investment adviser representative in CA, TN · CRD 4809750 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.edgehelm.com |
| Profile |
How Brice's firm compares
- Edgehelm Financial's average account is about $875,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Brice
Is Brice Eldredge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brice holds no broker registration, and Edgehelm Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brice charge for financial advice?
Brice's firm, Edgehelm Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brice Eldredge based?
Brice Eldredge is based in Nashville, Tennessee.
Is Brice Eldredge registered with the SEC?
Yes. Brice Eldredge is registered as an investment adviser representative in CA and TN (CRD 4809750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Edgehelm Financial manage?
Edgehelm Financial reports $63.0M across 72 accounts in assets under management.
How do I contact Brice Eldredge?
Through Brice's website, www.edgehelm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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