EDMP, INC.
CRD #110248 SEC #801-43372 LUTZ, FL 813-960-9600
SEC Registered
Total AUM
$147.5M
Discretionary
$143.5M
Employees
3
Clients
0
Accounts
203
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $147.5M | $143.5M | $4M | 3 | 122 |
| Feb 2024 | $135.5M | $132M | $3.6M | 3 | 126 |
| Jun 2023 | $128.2M | $125M | $3.2M | 3 | 130 |
| Mar 2023 | $128.2M | $125M | $3.2M | 4 | 130 |
| Jul 2022 | $118.1M | $114.9M | $3.2M | 4 | 130 |
| Feb 2022 | $118.1M | $114.9M | $3.2M | 4 | 130 |
| May 2021 | $101.6M | $98.7M | $2.9M | 4 | 144 |
| Mar 2021 | $101.6M | $98.7M | $2.9M | 4 | 144 |
| Feb 2021 | $101.6M | $98.7M | $2.9M | 4 | 144 |
| Jun 2020 | $131.6M | $128.5M | $3.1M | 4 | 154 |
| Mar 2020 | $131.6M | $128.5M | $3.1M | 4 | 154 |
| Mar 2019 | $121.4M | $119M | $2.4M | 3 | 167 |
| Nov 2018 | $131.8M | $129.3M | $2.5M | 3 | 173 |
| Oct 2018 | $131.8M | $129.3M | $2.5M | 3 | 173 |
| Sep 2018 | $131.8M | $129.3M | $2.5M | 3 | 173 |
| Sep 2018 | $131.8M | $129.3M | $2.5M | 3 | 173 |
| Jun 2018 | $131.8M | $129.3M | $2.5M | 3 | 173 |
| Mar 2018 | $131.8M | $129.3M | $2.5M | 3 | 173 |
| Mar 2017 | $125.5M | $123.5M | $2M | 3 | 200 |
| Mar 2016 | $122.3M | $120.5M | $1.8M | 3 | 200 |
| Nov 2015 | $123.7M | $122.4M | $1.3M | 4 | 200 |
| Mar 2015 | $128.1M | $126.2M | $1.9M | 4 | 200 |
| Jul 2014 | $128.7M | $127M | $1.8M | 3 | 200 |
| May 2014 | $129.2M | $127.5M | $1.7M | 4 | 200 |
| Mar 2014 | $129.2M | $127.5M | $1.7M | 4 | 200 |
| Mar 2013 | $100.2M | $100.2M | $0 | 3 | 300 |
| Mar 2012 | $163.6M | $163.6M | $0 | 6 | 300 |
| Mar 2011 | $203.9M | $203.9M | $0 | 10 | -- |
| Mar 2011 | $203.9M | $203.9M | $0 | 10 | -- |
| Oct 2009 | $165.7M | $165.7M | $0 | 10 | -- |
| Nov 2007 | $314.9M | $293.4M | $21.5M | 10 | -- |
| May 2007 | $314.9M | $293.4M | $21.5M | 10 | -- |
| Mar 2007 | $314.9M | $293.4M | $21.5M | 10 | -- |
| Dec 2006 | $325.3M | $300.3M | $25M | 10 | -- |
| Mar 2006 | $325.3M | $300.3M | $25M | 10 | -- |
| Jan 2006 | $316.3M | $276.3M | $40M | 10 | -- |
| Sep 2004 | $302.2M | $237.2M | $65M | 5 | -- |
| Sep 2004 | $302.2M | $237.2M | $65M | 5 | -- |
| Aug 2004 | $236.1M | $171.1M | $65M | 10 | -- |
| Sep 2001 | $160.6M | $95.6M | $65M | 5 | -- |
DateMar 2025
Total AUM$147.5M
Discretionary$143.5M
Non-Disc.$4M
Employees3
Clients122
DateFeb 2024
Total AUM$135.5M
Discretionary$132M
Non-Disc.$3.6M
Employees3
Clients126
DateJun 2023
Total AUM$128.2M
Discretionary$125M
Non-Disc.$3.2M
Employees3
Clients130
DateMar 2023
Total AUM$128.2M
Discretionary$125M
Non-Disc.$3.2M
Employees4
Clients130
DateJul 2022
Total AUM$118.1M
Discretionary$114.9M
Non-Disc.$3.2M
Employees4
Clients130
DateFeb 2022
Total AUM$118.1M
Discretionary$114.9M
Non-Disc.$3.2M
Employees4
Clients130
DateMay 2021
Total AUM$101.6M
Discretionary$98.7M
Non-Disc.$2.9M
Employees4
Clients144
DateMar 2021
Total AUM$101.6M
Discretionary$98.7M
Non-Disc.$2.9M
Employees4
Clients144
DateFeb 2021
Total AUM$101.6M
Discretionary$98.7M
Non-Disc.$2.9M
Employees4
Clients144
DateJun 2020
Total AUM$131.6M
Discretionary$128.5M
Non-Disc.$3.1M
Employees4
Clients154
DateMar 2020
Total AUM$131.6M
Discretionary$128.5M
Non-Disc.$3.1M
Employees4
Clients154
DateMar 2019
Total AUM$121.4M
Discretionary$119M
Non-Disc.$2.4M
Employees3
Clients167
DateNov 2018
Total AUM$131.8M
Discretionary$129.3M
Non-Disc.$2.5M
Employees3
Clients173
DateOct 2018
Total AUM$131.8M
Discretionary$129.3M
Non-Disc.$2.5M
Employees3
Clients173
DateSep 2018
Total AUM$131.8M
Discretionary$129.3M
Non-Disc.$2.5M
Employees3
Clients173
DateSep 2018
Total AUM$131.8M
Discretionary$129.3M
Non-Disc.$2.5M
Employees3
Clients173
DateJun 2018
Total AUM$131.8M
Discretionary$129.3M
Non-Disc.$2.5M
Employees3
Clients173
DateMar 2018
Total AUM$131.8M
Discretionary$129.3M
Non-Disc.$2.5M
Employees3
Clients173
DateMar 2017
Total AUM$125.5M
Discretionary$123.5M
Non-Disc.$2M
Employees3
Clients200
DateMar 2016
Total AUM$122.3M
Discretionary$120.5M
Non-Disc.$1.8M
Employees3
Clients200
DateNov 2015
Total AUM$123.7M
Discretionary$122.4M
Non-Disc.$1.3M
Employees4
Clients200
DateMar 2015
Total AUM$128.1M
Discretionary$126.2M
Non-Disc.$1.9M
Employees4
Clients200
DateJul 2014
Total AUM$128.7M
Discretionary$127M
Non-Disc.$1.8M
Employees3
Clients200
DateMay 2014
Total AUM$129.2M
Discretionary$127.5M
Non-Disc.$1.7M
Employees4
Clients200
DateMar 2014
Total AUM$129.2M
Discretionary$127.5M
Non-Disc.$1.7M
Employees4
Clients200
DateMar 2013
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees3
Clients300
DateMar 2012
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees6
Clients300
DateMar 2011
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$203.9M
Discretionary$203.9M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$165.7M
Discretionary$165.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$314.9M
Discretionary$293.4M
Non-Disc.$21.5M
Employees10
Clients--
DateMay 2007
Total AUM$314.9M
Discretionary$293.4M
Non-Disc.$21.5M
Employees10
Clients--
DateMar 2007
Total AUM$314.9M
Discretionary$293.4M
Non-Disc.$21.5M
Employees10
Clients--
DateDec 2006
Total AUM$325.3M
Discretionary$300.3M
Non-Disc.$25M
Employees10
Clients--
DateMar 2006
Total AUM$325.3M
Discretionary$300.3M
Non-Disc.$25M
Employees10
Clients--
DateJan 2006
Total AUM$316.3M
Discretionary$276.3M
Non-Disc.$40M
Employees10
Clients--
DateSep 2004
Total AUM$302.2M
Discretionary$237.2M
Non-Disc.$65M
Employees5
Clients--
DateSep 2004
Total AUM$302.2M
Discretionary$237.2M
Non-Disc.$65M
Employees5
Clients--
DateAug 2004
Total AUM$236.1M
Discretionary$171.1M
Non-Disc.$65M
Employees10
Clients--
DateSep 2001
Total AUM$160.6M
Discretionary$95.6M
Non-Disc.$65M
Employees5
Clients--