{"entity":{"id":"87c5b2db-e06c-5d20-9ffd-90433f108ff3","name":"EDELMAN FINANCIAL GROUP INC.","type":"Company","kind":"company","jurisdiction":"US","identifier":"sec:0001071341","risk":"LOW","flags":[],"registry_profile":null},"identity":{"linked_records":[],"also_known_in":[]},"ownership":{"as_observed":"Edges carry the date we OBSERVED them in a source registry, not a validity period. We do not currently hold ownership end dates, so a link shown here may have ended. Check the source record before relying on currency.","direct_owners":[{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"62b9ffc0-8a7a-5316-8424-dd8b43df090a","name":"BALL GEORGE L","type":"Company","kind":"company","identifier":"sec:0001184309"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"7e66d0f0-d01c-54a8-bf19-b0c5c8878817","name":"BEAN RICHARD E","type":"Company","kind":"company","identifier":"sec:0001260016"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"8684b0db-ff50-5f24-bfb6-54c92ef4ae36","name":"DUNCAN CHARLES WILLIAM III","type":"Company","kind":"company","identifier":"sec:0001293868"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"9b6fd371-61aa-5db1-9443-9060ed4cbca8","name":"NIEMI ALBERT W JR","type":"Company","kind":"company","identifier":"sec:0001183232"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"53c2a615-1129-57a6-a3ab-d999583f3c1e","name":"Cantor Diana F","type":"Person","kind":"person","identifier":"sec:0001320814"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"b2f3bc2f-9e58-5b10-aa9c-bc8d44b0a42f","name":"EDELMAN FREDRIC M","type":"Company","kind":"company","identifier":"sec:0001486404"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"481081f9-50b6-5746-81b5-228de999263e","name":"BOTTAZZI JOSEPH","type":"Company","kind":"company","identifier":"sec:0001539832"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"bbdb7167-a429-5eda-8448-fe0472577063","name":"UNGER JOHN THOMAS","type":"Company","kind":"company","identifier":"sec:0001333192"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"62b9ffc0-8a7a-5316-8424-dd8b43df090a","name":"BALL GEORGE L","type":"Company","kind":"company","identifier":"sec:0001184309"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"367330b8-d8db-55a2-af23-ac9d8130f8ee","name":"MORRIS BEN T","type":"Company","kind":"company","identifier":"sec:0001214494"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"367330b8-d8db-55a2-af23-ac9d8130f8ee","name":"MORRIS BEN T","type":"Company","kind":"company","identifier":"sec:0001214494"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"1f0680d4-2016-5f35-9889-2e8db27e8baf","name":"MCMAKEN BRUCE R","type":"Company","kind":"company","identifier":"sec:0001184311"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"b2f3bc2f-9e58-5b10-aa9c-bc8d44b0a42f","name":"EDELMAN FREDRIC M","type":"Company","kind":"company","identifier":"sec:0001486404"}},{"role":"tenpercentownerother","share":null,"source":"SEC EDGAR","party":{"id":"cf82ab80-273e-572e-bd5b-f122e630f95b","name":"SANDERS DON A","type":"Company","kind":"company","identifier":"sec:0000904778"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"a54a47e8-768f-5a17-8713-dd5fb55520ff","name":"MOORE EDWARD P","type":"Company","kind":"company","identifier":"sec:0001517303"}},{"role":"tenpercentowner","share":null,"source":"SEC EDGAR","party":{"id":"b2f3bc2f-9e58-5b10-aa9c-bc8d44b0a42f","name":"EDELMAN FREDRIC M","type":"Company","kind":"company","identifier":"sec:0001486404"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"c7ca04a5-0725-5e25-ace2-d0fdf4dac99d","name":"MCCLELLAND SCOTT","type":"Company","kind":"company","identifier":"sec:0001303089"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"95456054-90be-5035-b2d3-448cba3da863","name":"BERRY RICK","type":"Company","kind":"company","identifier":"sec:0001063971"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"d91ed142-6316-53e6-8d93-2b102ef6dd90","name":"WALTRIP W BLAIR","type":"Company","kind":"company","identifier":"sec:0001078418"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"cf82ab80-273e-572e-bd5b-f122e630f95b","name":"SANDERS DON A","type":"Company","kind":"company","identifier":"sec:0000904778"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"cf82ab80-273e-572e-bd5b-f122e630f95b","name":"SANDERS DON A","type":"Company","kind":"company","identifier":"sec:0000904778"}},{"role":"other","share":null,"source":"SEC EDGAR","party":{"id":"e1cb54ad-e1c2-5515-995b-ea99a638cc23","name":"GARRISON ROBERT E II","type":"Company","kind":"company","identifier":"sec:0001013961"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"ae6e24c6-7aae-5c25-b09b-453cc8b1c8e5","name":"RYAN NOLAN","type":"Company","kind":"company","identifier":"sec:0001184897"}},{"role":"tenpercentowner","share":null,"source":"SEC EDGAR","party":{"id":"982833b2-4491-5f71-8c83-461df6c985b1","name":"EDELMAN FINANCIAL CENTER, INC.","type":"Company","kind":"company","identifier":"sec:0001435526"}},{"role":"officer","share":null,"source":"SEC EDGAR","party":{"id":"e1cb54ad-e1c2-5515-995b-ea99a638cc23","name":"GARRISON ROBERT E II","type":"Company","kind":"company","identifier":"sec:0001013961"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"e1cb54ad-e1c2-5515-995b-ea99a638cc23","name":"GARRISON ROBERT E II","type":"Company","kind":"company","identifier":"sec:0001013961"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"670c0668-0f1f-5d96-a053-b5887db89e37","name":"STONE GORDON F","type":"Company","kind":"company","identifier":"sec:0001372806"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"50a0cbfb-29fd-59ea-9cda-787d73e58dbe","name":"STYLES JOHN H","type":"Company","kind":"company","identifier":"sec:0001184896"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"fe47b2f4-aff3-5849-8a8e-fc62a6fce171","name":"HUNSICKER GERRY","type":"Company","kind":"company","identifier":"sec:0001307611"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"4cf0b85c-e522-5404-bcea-94b278ffcf1f","name":"WILFORD DAN S","type":"Company","kind":"company","identifier":"sec:0001184898"}},{"role":"director","share":null,"source":"SEC EDGAR","party":{"id":"11d83a66-7283-5b60-932f-926b3c1fbb8b","name":"COLLIE ROBERT M JR","type":"Company","kind":"company","identifier":"sec:0001325239"}}],"holdings":[{"role":"tenpercentowner","share":null,"source":"SEC EDGAR","subsidiary":{"id":"624a511a-2d2e-5e8b-8a42-940a8b532a10","name":"RIGNET, INC.","type":"Company","kind":"company","identifier":"sec:0001162112"}},{"role":"tenpercentowner","share":null,"source":"SEC EDGAR","subsidiary":{"id":"cfa94bfa-a58f-5ca8-8535-7daae3101a13","name":"IGI INC","type":"Company","kind":"company","identifier":"sec:0000352998"}},{"role":"tenpercentowner","share":null,"source":"SEC EDGAR","subsidiary":{"id":"69642c0c-8b07-5ff0-90c9-3a05e0f79e58","name":"CYPRESS CREEK PRIVATE STRATEGIES TEI FUND, L.P.","type":"Company","kind":"company","identifier":"sec:0001320688"}},{"role":"tenpercentowner","share":null,"source":"SEC EDGAR","subsidiary":{"id":"db4b65d1-1a52-502d-9dff-11d42450ff29","name":"CYPRESS CREEK PRIVATE STRATEGIES REGISTERED FUND L P","type":"Company","kind":"company","identifier":"sec:0001279394"}},{"role":"tenpercentowner","share":null,"source":"SEC EDGAR","subsidiary":{"id":"1cea7d53-e9e7-567f-a7a2-69dd6812c9a4","name":"CYPRESS CREEK PRIVATE STRATEGIES MASTER FUND L P","type":"Company","kind":"company","identifier":"sec:0001279392"}}],"ubo_chain":[{"depth":1,"from":"62b9ffc0-8a7a-5316-8424-dd8b43df090a","fromName":"BALL GEORGE L","to":"87c5b2db-e06c-5d20-9ffd-90433f108ff3","toName":"EDELMAN FINANCIAL GROUP INC.","role":"director","share":null,"source":"SEC EDGAR"}],"ubo_chain_locked":31,"ubo_chain_note":"Full UBO chain requires a paid API key or a one-off dossier — whiteintel.dev/pricing."},"risk":{"level":"LOW","flags":[],"note":"Risk is a layer-1 signal (offshore-layering / connectivity heuristics) — an investigative lead, not a determination."},"exposure":{"exposed":false},"financials":null,"sources":[],"access":{"tier":"free","note":"Free tier: identity, cross-source links, 1-hop subsidiaries, risk/sanctions, latest financials and provenance. The full multi-hop UBO chain, itemised assets (aircraft/sanctioned vessels/securities/real estate) and financial history unlock with a paid API key or a one-off dossier — whiteintel.dev/pricing.","mcp":{"install":"npx -y @whiteintel/mcp-server","tools":["get_dossier","trace_ownership_path","check_offshore_exposure"],"note":"Call this dossier as a tool from your agent; buy in-flow with get_pricing/buy_dossier/get_payment_link."}},"purchase":{"entity_id":"87c5b2db-e06c-5d20-9ffd-90433f108ff3","tiers":[{"tier":"standard","eur":29,"unlocks":"full multi-hop UBO chain + year-over-year financial history"}],"how_to_buy":{"human_checkout_url":"https://whiteintel.dev/entity/87c5b2db-e06c-5d20-9ffd-90433f108ff3#buy","human_handoff":"You (the agent) cannot complete a card payment. Show human_checkout_url to your operator — it opens this entity's buy box directly. The MCP/REST flows below are for a caller that HAS a human in the loop to finish Stripe Checkout.","mcp_endpoint":"https://whiteintel.dev/api/mcp","mcp_flow":"buy_dossier { tier, entity_id } → hand the returned checkout_url to a human (it is a Stripe page, not a machine endpoint) → claim_dossier { session_id } → get_dossier { id, token }","rest_create":"POST https://azmnkvjnelbdjnmukxll.supabase.co/functions/v1/dossier-checkout  {\"action\":\"create\",\"tier\":\"standard\",\"entity_id\":\"87c5b2db-e06c-5d20-9ffd-90433f108ff3\"}  → { \"url\": \"<stripe_checkout_url>\" }","rest_claim":"POST the same endpoint {\"action\":\"claim\",\"session_id\":\"cs_…\"} → { \"token\" } ; then re-request this dossier with ?token=<token> for the full report"},"pricing_page":"https://whiteintel.dev/pricing"},"source":"corpus"}