Edison
Lambeth

Equity Investment Corp

CRD#4237043
Investment Advisor
in Atlanta, GA

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About this Advisor

Edison Lambeth is a financial advisor based in Atlanta, Georgia, working with Equity Investment Corp. Edison has previously held positions at Unified Financial Securities, Inc, Roosevelt Investment Group, Jfb Holdings Corp, Foreside Funds Distributors LLC, and Equity Investment Corporation. Edison has passed the Series 66 regulatory exam and is registered to provide services in Georgia and Texas. Currently, Edison is part of Equity Investment Corp, which operates out of Atlanta, Georgia. The firm has 25 employees and manages assets totaling $2.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Equity Investment Corp includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1776 Peachtree Street Nw Suite 600S
Atlanta, GA 30309

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Equity Investment Corp Brokerage Details

Total Assets Under Management

$2,654,330,988

GA Average: $3,570,121,308
Total Number of Employees

25

GA Average: 58
Total Number of Accounts

5,241

GA Average: 1,608
Average Account Size

$506,455

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Edison Lambeth Work History

2017 - Present (7 years)

Equity Investment Corporation

2015 - Present (9 years)

Foreside Funds Distributors LLC

2016 - 2017 (1 year)

Equity Investment Corporation

2015 - 2016 (1 year)

Jfb Holdings Corp

2008 - 2015 (7 years)

Unified Financial Securities, Inc

2008 - 2015 (7 years)

Roosevelt Investment Group

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Disclosures

Please visit the SEC profile of Edison Lambeth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equity Investment Corp

Robert Ladyman
Atlanta, GA
Stephen Halley
Atlanta, GA
Allen White
Atlanta, GA
John Power
Atlanta, GA
Dennis Mckinney
Atlanta, GA
Keith Telesca
Villanova, PA
Matthew Keeter
Atlanta, GA
William Reynolds
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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