Katie Edling
Katie Edling is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Katy, TX, with 11 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
848 Dominion, Suite 100, Katy, TX, 77450
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Katie is the owner/partner of The KME Group since 2018, dedicating minimal time to it. She also works as an administrative representative of an RIA called CIRA since March 2025, dedicating full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Strategic Wealth Advisors Group
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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