Defred Folts III
3edge Asset Management · Boston, Massachusetts
Defred Folts III is a fee-only financial advisor at 3edge Asset Management in Boston, Massachusetts. 3edge Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | 3edge Asset Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.95B across 2,207 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2626237 |
| Exams passed | Series 63 (1998) · Series 65 (2003) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521 |
How Defred's firm compares
- 3edge Asset Management's average account is about $885,000, from its Form ADV (assets managed divided by 2,207 accounts).
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Questions about Defred
Is Defred Folts III a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Defred holds no broker registration, and 3edge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Defred charge for financial advice?
Defred's firm, 3edge Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Defred Folts III based?
Defred Folts III is based in Boston, Massachusetts.
Is Defred Folts III registered with the SEC?
Yes. Defred Folts III is registered as an investment adviser representative in MA (CRD 2626237), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3edge Asset Management manage?
3edge Asset Management reports $1.95B across 2,207 accounts in assets under management.
How do I contact Defred Folts III?
Through Defred's website, podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521.
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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