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| Keyboard |
| EDMP Inc
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|---|---|
| CRD # | 110248 |
| SEC # | 801-43372 |
| CIK # | 0001016021 |
| AUM | 147.4 M (2026-03-05) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 813-960-9600 |
| Address | 136 Whitaker Road Lutz, FL 33549 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 9.5 | ||
| Amgen Inc | 5.5 | ||
| AbbVie Inc | 5.3 | ||
| Altria Group Inc | 5.1 | ||
| Omega Healthcare Investors Inc | 4.9 | ||
| Aflac Inc | 4.6 | ||
| Omnicom Group Inc | 4.6 | ||
| UGI Corp /PA/ | 4.3 | ||
| Ameriprise Financial Inc | 3.2 | ||
| National Fuel Gas Co | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 23.6 |
| (b) Individuals (high net worth individuals) | 48 | 117.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 183 | 147.4 |
| By Discretionary | ||
| Discretionary | 181 | 143.0 |
| Non-Discretionary | 2 | 4.4 |
| Total | 183 | 147.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.4 | |
| Total | 183 | 147.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001016021] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 122 |
| Serves | Retail |
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