# Silver Edge Financial Group

Silver Edge Financial Group is a Bank / Wealth / Trust based in Jupiter, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Jupiter, United States
- **Region:** North America
- **Address:** 1102 W. Indiantown Road, Ste 8, Jupiter, FL 33458, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** silveredgefg.com
- **LinkedIn:** https://www.linkedin.com/company/silver-edge-financial-group

## Regulatory record

- **Reports private funds:** No

## About

Howard Silver launched his financial advisory practice after more than two decades starting, scaling, and selling companies — a string of exits spanning a snowboard mail-order business and a high-end salon. Today Silver Edge operates as a hybrid RIA, with its advisors registered through LPL Financial and supported by NewEdge Advisors for infrastructure. The firm's website emphasizes estate planning, retirement, and customized portfolio construction, but the about page reveals deeper institutional muscle: the team actively evaluates hedge-fund managers, private-equity firms, and directional managers, selecting exposures after proprietary due diligence rather than from a standard product shelf. Silver Edge does not manage a single pooled fund. Instead it sources individual exposures across public equities, fixed income, hedge funds, private equity, and real estate. The firm states it works with hundreds of managers, screening for arbitrage opportunities — including mispriced mutual-fund wrapper trades — in addition to direct allocations. Justin Sheinbaum, a CPA and CFA charterholder on the advisory team, directly oversees alternative-investment diligencing; prior to joining he was head of acquisitions for a single-family office in Jupiter and a credit-team member at a private REIT with funds exceeding $10 billion (per firm website). The team's known footprint centers on Florida, though it serves clients across the United States. Six named professionals operate from an office on West Indiantown Road. Beyond Silver, Xiong, and Sheinbaum, the group includes paralegal-trained Ruby Pierce for estate-plan documentation and Michael Bass, a University of Pennsylvania graduate with a background in private-equity fundraising for healthcare and biotech. Silver Edge receives operational and compliance support from NewEdge Advisors, the RIA umbrella, while brokerage services flow through LPL Financial. No dedicated philanthropic vehicle or adjacent operating company is disclosed, though the firm's literature stresses fiduciary capacity and fee transparency. Most wealth managers in Silver Edge's weight class default to asset-gathering through model portfolios. Silver Edge's structural difference lies in its applied-alternatives function — an in-house due-diligence capability normally seen inside family offices of considerably larger scale. The firm explicitly markets itself against 'plug and play' competitors and appears willing to pass on assets when a client's expectation is low-cost indexing rather than actively sourced, off-benchmark exposures.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- Howard Silver — Founder, Financial Advisor
- Simon Xiong — Financial Advisor
- Ruby Pierce — Client Services & Estate Planning Specialist
- Michael Bass — Financial Advisor
- Avery Tse — Financial Advisor
- Justin Sheinbaum — Financial Advisor, CPA, CFA

## Questions

### How does Silver Edge source its hedge-fund and private-equity exposures?

The firm works with what it calls 'hundreds of managers' and performs its own due diligence rather than relying solely on packaged products. It screens for directional managers and specific arbitrage opportunities, including trades beneath traditional mutual-fund wraps. This approach mimics the direct-manager access more common in single-family offices than in retail-wealth practices.

### Is Silver Edge an RIA or a broker-dealer?

It is a hybrid practice. Advisors operate as investment-adviser representatives through NewEdge Advisors, the registered investment advisor, and hold brokerage licenses through LPL Financial. This dual structure lets the firm serve both fee-based advisory clients and commission-based brokerage accounts.

### How is Silver Edge related to LPL Financial and NewEdge Advisors?

LPL Financial acts as the broker-dealer and custodian, holding the advisors' FINRA registrations (Series 7 and 66). NewEdge Advisors serves as the RIA umbrella, providing compliance, investment-management resources, and back-office support. Silver Edge's advisors remain independent but operate under these two platforms.

## Related profiles

- [Silver Creek Ventures](https://altss.com/profile/silver-creek-ventures)
- [Silverfern Capital Management](https://altss.com/profile/silverfern-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

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