Cole
Edmiston

Venturi Private Wealth

CRD#6823859
Investment Advisor
in Austin, TX

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About this Advisor

Cole Edmiston is a financial advisor who works in Austin, Texas who has 4 years of relevant experience. Edmiston works at Venturi Private Wealth. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Gatesville Public Education, Baylor University Student, Texas Life Insurance Comapany Intern, Baylor University, Bank Of America, N.A and Venturi Wealth Management, LLC. Edmiston holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Venturi Private Wealth is a firm that has its headquarters in Austin, TX. The investment advisory business has a total of 32 people on staff. It administers $2 billion in total assets across its 3,588 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 3,588 customer accounts, 69% are associated with high-net-worth individuals who have more than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are provided. Fee types billed by Venturi Private Wealth most likely are comprised of any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3600 N. Capital Of Texas Hwy. Building B, Suite 200
Austin, TX 78746

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Venturi Private Wealth Brokerage Details

Total Assets Under Management

$1,973,168,667

TX Average: $3,042,739,679
Total Number of Employees

32

TX Average: 49
Total Number of Accounts

3,588

TX Average: 2,315
Average Account Size

$549,936

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers

Cole Edmiston Work History

Cole has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Venturi Wealth Management, LLC

2017 - 2019 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2019 (2 years)

Bank Of America, N.A

2016 - 2016 (< 1 year)

Texas Life Insurance Comapany Intern

2013 - 2016 (3 years)

Baylor University Student

2013 - 2017 (4 years)

Baylor University

2007 - 2013 (6 years)

Gatesville Public Education

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cole Edmiston 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 Venturi Private Wealth

Jay Willcox
Austin, TX
Emily Mccracken
Austin, TX
Kent Mitchell
Austin, TX
James Sanders
Austin, TX
Alex Holt
Oklahoma City, OK
Grant Kinchen
Austin, TX
Meredith Jackson
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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