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David Edington

19 Years of Experience
Irvine, CA

David Edington is a registered investment advisor at Rimrock Capital Management LLC, based in Irvine, CA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
22 clients
Average Client Portfolio
$175.1M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Rimrock Capital Management manages investments for private funds and separately managed accounts. Fees for managed accounts range from 0.25% to 2.00% of the value of your portfolio per year. Most managed accounts also pay an incentive fee, which may be up to 30% of profits. Fees are calculated monthly and invoiced quarterly.

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Location

100 Innovation Drive, Suite 200, Irvine, CA, 92617-3040

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David serves as a trustee for Metropolitan West Funds, a mutual fund company. This requires minimal time.

Employment History
Current Registrations
Rimrock Capital Management LLC
May 2006 - Present · 20 yrs
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.