Today, Eddleman & Eddleman has various Divisions ready to serve your every financial need, though in the beginning Our Leadership had a humble start; there were no “silver spoons”. Adrian Eddleman is the grandson of sharecroppers and the son of educators. Lee Eddleman was the first with a college degree in her family. But their heritage is that of integrity, hard work, and creativity.
Eager to Lead
Adrian Eddleman started leading people and organizations at the relatively young age of 16 in his first business management role.
Adrian Eddleman put together plans for a venture funding project including a pro forma budget, SWOT Analysis, and marketing plan at age 18. The project never gained funding, but great experience was gained. Adrian and Lee met at the Freshman college dance for Lambuth University. Adrian starts his own first investment account.
Adrian Eddleman at age 19 opens his first small business while in college, signing a lease and hiring employees. Lee Eddleman began her career in accounting as a Junior Staff Accountant for Crane and Company, the precursor to Horne.
Adrian Eddleman at 25 becomes the Assistant Manager of Old Hickory Mall in Jackson, Tennessee. Gaining experience with commercial real estate management, leasing, marketing, and finance, he would eventually manage properties in Tennessee, Ohio, and Texas including work for a Real Estate Investment Trust.
Adrian and Lee are destined to meet again while both are completing their MBAs, dating for the first time.
Adrian and Lee are married in a simple church ceremony.
Leap of Faith
Adrian leaves corporate life behind and the couple move to Houston, Texas to help a friend open a new investment office. They hope to one day return to Tennessee to open their own investment firm and be closer to family. Lee begins her first corporate accounting role.
The Eddleman’s return to Tennessee and open a directly Registered Investment Advisor which is the only fiduciary, fee-only investment advisor in the area at the time, a full decade before most of the industry was even talking about such a way to provide investment advice. Lee works in manufacturing accounting as the firm becomes established.
The firm expands to provide institutional class investment management to other companies including CPA firms, credit unions, and even a broker-dealer.
Eddleman & Eddleman receives a Chamber of Commerce Emerging Business Pinnacle Award.
Accounting & Tax
Lee Eddleman leaves corporate life to head Eddleman Accounting the Certified Public Accounting and Tax division of Eddleman & Eddleman.
Eddleman Venture Capital
Eddleman Venture Capital becomes the new Eddleman division for the development of our own Venture Capital or Private Placement, Regulation D offerings.
The firm and the Eddleman Real Estate Fund, which is managed by Eddleman Venture Capital acquires the property at 36 Sandstone Circle, Jackson, Tennessee, as the new primary office of E&E.