Fee-only adviser · Naples, FL
3EDGE Asset Management, LP
3EDGE Asset Management, LP is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Naples, Florida. On its latest Form ADV, filed April 7, 2026, it reports $2.0B in regulatory assets under management, 1,489 individual clients and 12 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 282059 · SEC file 801-106982 |
| Office | 999 Vanderbilt Beach Road Suite 200 Naples, FL 34108 |
| Phone | (844) 903-3343 |
| Website | www.3edgeam.com |
| Regulatory assets under management | $2.0B ($1.9B discretionary) |
| Individual clients | 1,133 non-high-net-worth, 356 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 24 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 7, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Naples
- Ciccarelli Advisory Services Inc $1.6B
- Pento Portfolio Strategies, LLC $237M
- The High Net Worth Advisory Group, LLC $862M
- Andrew Hill Investment Advisors, Inc. $231M
- Lodestar Advisory Group, LLC $93M
- Antonetti Capital Management, LLC $129M
See all 36 fee-only advisers in Naples →
Nearby
- Bonita Springs 4 firms
- Estero 2 firms
- Fort Myers 9 firms
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