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<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 18pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>SECURITIES AND EXCHANGE COMMISSION</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>Washington, D.C. 20549</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: bold 18pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">FORM 8-K</P>

<P STYLE="font: bold 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>CURRENT REPORT</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>&nbsp;</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>Pursuant to Section 13 or 15(d) of</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>the Securities Exchange Act of 1934</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>&nbsp;</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">Date of Report (Date of earliest event reported)&nbsp;<B>July
17, 2012</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: justify">&nbsp;</P>

<P STYLE="font: 18pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>The Edelman Financial Group Inc.</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">(Exact name of registrant as specified in
its charter)</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>Texas</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">(State or other jurisdiction of incorporation)</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<TABLE CELLSPACING="0" CELLPADDING="0" STYLE="font: 10pt Times New Roman, Times, Serif; width: 100%; border-collapse: collapse">
<TR>
    <TD STYLE="width: 49%; vertical-align: top; font-weight: bold; text-align: center">0-30066</TD>
    <TD STYLE="width: 2%; vertical-align: bottom; font-weight: bold">&nbsp;</TD>
    <TD STYLE="width: 49%; vertical-align: top; font-weight: bold; text-align: center">76-0583569</TD></TR>
<TR>
    <TD STYLE="vertical-align: top; text-align: center">(Commission File Number)</TD>
    <TD STYLE="vertical-align: bottom">&nbsp;</TD>
    <TD STYLE="vertical-align: top; text-align: center">(IRS Employer Identification No.)</TD></TR>
<TR>
    <TD STYLE="vertical-align: top; text-align: center">&nbsp;</TD>
    <TD STYLE="vertical-align: bottom">&nbsp;</TD>
    <TD STYLE="vertical-align: top; text-align: center">&nbsp;</TD></TR>
<TR>
    <TD STYLE="vertical-align: top; padding-left: 10pt; font-weight: bold; text-align: center; text-indent: -10pt">600 Travis, Suite 5800, Houston, Texas</TD>
    <TD STYLE="vertical-align: bottom">&nbsp;</TD>
    <TD STYLE="vertical-align: top; font-weight: bold; text-align: center">77002</TD></TR>
<TR>
    <TD STYLE="vertical-align: top; text-align: center">(Address of principal executive offices)</TD>
    <TD STYLE="vertical-align: bottom">&nbsp;</TD>
    <TD STYLE="vertical-align: top; text-align: center">(Zip Code)</TD></TR>
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<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">Registrant&rsquo;s telephone number, including
area code&nbsp;&nbsp;<B>(713) 993-4610</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center; text-indent: 0.5in">(Former name or former
address, if changed since last report)</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: justify">Check the appropriate box below if the
Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: justify">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0 0pt 0.25in; text-align: justify; text-indent: -0.25in"><FONT STYLE="font-family: Wingdings">o</FONT>&nbsp;&nbsp;&nbsp;
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: justify">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0 0pt 0.25in; text-align: justify; text-indent: -0.25in"><FONT STYLE="font-family: Wingdings 2">T</FONT><FONT STYLE="font-family: Wingdings">
</FONT>Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: justify">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0 0pt 0.25in; text-align: justify; text-indent: -0.25in"><FONT STYLE="font-family: Wingdings">o</FONT>&nbsp;&nbsp;&nbsp;
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: justify">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0 0pt 0.25in; text-align: justify; text-indent: -0.25in"><FONT STYLE="font-family: Wingdings">o</FONT>&nbsp;&nbsp;&nbsp;
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

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<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0"><B>Item 8.01&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Other Events</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">On July&nbsp;17 2012,&nbsp;The Edelman Financial
Group Inc., a Texas corporation (the &ldquo;Company&rdquo;), issued a press release announcing the establishment of a record date
for determination of shareholders entitled to receive notice of, and vote upon, among other things, the proposal to adopt the previously
announced Agreement and Plan of Merger dated as of April 16, 2012, by and among the Company, Summer Holdings II, Inc. (&ldquo;Parent&rdquo;),
and Summer Merger Sub, Inc., a wholly owned subsidiary of Parent (&ldquo;Merger Sub&rdquo;) at a special meeting of shareholders.
Parent and Merger Sub were formed by affiliates of Lee Equity Partners, LLC, a New York based private equity firm (&ldquo;Lee Equity
Partners&rdquo;).</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">The Company shareholders of record at the
close of business on Monday, July 23, 2012 will be entitled to receive notice of the special meeting and to vote at the special
meeting. The special meeting will be held at the Company&rsquo;s offices at 600 Travis, Suite 5800, Houston, Texas on a date to
be announced separately at or about the time the definitive proxy statement for the special meeting is filed. A copy of the press
release is attached hereto as Exhibit&nbsp;99.1 and is incorporated herein by reference.</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0"><B>Forward-Looking Statements</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">Statements herein regarding the proposed
transaction between Parent, Merger Sub and the Company, and any other forward looking statements which may be identified by words
such as &ldquo;may,&rdquo; &ldquo;could,&rdquo; &ldquo;should,&rdquo; &ldquo;would,&rdquo; &ldquo;estimate,&rdquo; &ldquo;expect,&rdquo;
and similar expressions or statements of current expectation, assumption or opinion, are &ldquo;forward looking&rdquo; statements
within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of
1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. Such statements are based upon current
beliefs and expectations and are subject to significant risks and uncertainties. There are a number of risks and uncertainties
that could cause actual results to differ materially from these forward looking statements, including the following: (1) the Company
may be unable to obtain the shareholder approval required for the transaction; (2) conditions to the closing of the transaction
may not be satisfied or waived; (3) the transaction may involve unexpected costs, liabilities or delays; (4) the business of the
Company may suffer as a result of uncertainty surrounding the transaction; (5) the Company may be adversely affected by other economic,
business, and/or competitive factors; (6) legislative developments; (7) changes in tax and other laws; (8) the occurrence of any
event, change or other circumstances that could give rise to the termination of the merger agreement, (9) the failure to receive
the necessary debt financing set forth in the commitment letters received in connection with the transaction, and (10) other risks
to consummation of the transaction, including the risk that the transaction will not be consummated within the expected time period
or at all. Additional factors that may affect the future results of the Company are set forth in its filings with the SEC, including
its recent filings on Forms 10-K, 10-K/A, 10-Q, and 8-K, including, but not limited to, those described in the Company&rsquo;s
Form 10-K for the fiscal year ended December 31, 2011 and the Company&rsquo;s Form 10-Q for the fiscal quarter ended March 31,
2012. These forward looking statements reflect the Company&rsquo;s expectations as of the date hereof. The Company does not undertake
any obligation to update any forward looking statement, except as required under applicable law.</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 1in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0"><B>Important Additional Information will be Filed with the SEC</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">In connection with the proposed transaction,
the Company filed a preliminary proxy statement on Schedule 14A with the SEC on April 16, 2012, as amended on May 16, 2012, and
July 6, 2012. When completed, a definitive proxy statement and a form of proxy will be mailed to the shareholders of the Company.
The Company and Parent also intend to file other relevant materials with the SEC. INVESTORS AND SECURITY HOLDERS OF THE EDELMAN
FINANCIAL GROUP ARE ADVISED TO READ THE PRELIMINARY PROXY STATEMENT AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY
BECOME AVAILABLE, INCLUDING THE COMANY&rsquo;S DEFINITIVE PROXY STATEMENT, BECAUSE THOSE DOCUMENTS WILL CONTAIN IMPORTANT INFORMATION
ABOUT THE PROPOSED ACQUISITION. The definitive proxy statement will be mailed to shareholders of The Edelman Financial Group seeking
their approval of the proposed transaction. This communication is not a solicitation of a proxy from any security holder of the
Company.</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in"></P>

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<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in"></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">Investors and security holders may obtain
a free copy of the definitive proxy statement when it becomes available, and other documents filed by The Edelman Financial Group
with the SEC, at the SEC&rsquo;s website at http://www.sec.gov. Free copies of the proxy statement, when it becomes available,
and the Company&rsquo;s other filings with the SEC may also be obtained from the Company by directing a request to the Company,
Attention: Corporate Secretary, Susan Bailey, or by calling (713) 220-5115. Such documents are not currently available. You may
also read and copy any reports, statements and other information filed with the SEC at the SEC public reference room at 100 F Street,
N.E., Washington, D.C. 20549. Please call the SEC at (800) SEC-0330 or visit the SEC&rsquo;s website for further information on
its public reference room.&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0"><B>Participants in Solicitation</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">The Company and its directors, executive
officers, and other members of its management and employees may be deemed to be soliciting proxies from the Company&rsquo;s shareholders
in favor of the proposed acquisition. Information regarding the Company&rsquo;s directors and executive officers is available in
its Annual Report on Form 10-K/A for the year ended December 31, 2011, filed with the SEC on April 30, 2012. Additional information
regarding the interests of the Company and its directors and executive officers in the proposed acquisition, which may be different
than those of the Company&rsquo;s shareholders generally, is included in the preliminary proxy statement filed with the SEC and
will be included in the definitive proxy statement and other relevant documents filed with the SEC when they become available.</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0"><B>Item 9.01.&nbsp;&nbsp; Financial Statements and Exhibits.</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">a.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<U>Financial statements of business acquired</U></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 59.4pt">Not Applicable</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 1in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">b.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <U>Pro
forma financial information</U></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 59.4pt">Not Applicable</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 1in">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">c.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; <U>Exhibits</U></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">&nbsp;</P>

<TABLE CELLPADDING="0" CELLSPACING="0" WIDTH="100%" STYLE="font: 10pt Times New Roman, Times, Serif; margin-top: 0pt; margin-bottom: 0pt"><TR STYLE="vertical-align: top">
<TD STYLE="width: 59.85pt"></TD><TD STYLE="width: 36.75pt">99.1</TD><TD>Press Release</TD></TR></TABLE>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0 0pt 96.6pt">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"></P>

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<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"><B>SIGNATURES</B></P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0">Pursuant to the requirements of the Securities Exchange Act
of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-indent: 0.5in">&nbsp;</P>

<TABLE CELLSPACING="0" CELLPADDING="0" STYLE="font: 10pt Times New Roman, Times, Serif; width: 100%; border-collapse: collapse">
<TR STYLE="vertical-align: top">
    <TD STYLE="text-align: right">&nbsp;</TD>
    <TD COLSPAN="4">THE EDELMAN FINANCIAL GROUP INC.</TD></TR>
<TR STYLE="vertical-align: top">
    <TD STYLE="text-align: right">&nbsp;</TD>
    <TD COLSPAN="4">&nbsp;</TD></TR>
<TR STYLE="vertical-align: top">
    <TD STYLE="text-align: right">&nbsp;</TD>
    <TD COLSPAN="4">&nbsp;</TD></TR>
<TR STYLE="vertical-align: top">
    <TD>&nbsp;</TD>
    <TD>By:</TD>
    <TD COLSPAN="2" STYLE="border-bottom: windowtext 1pt solid">&nbsp;&nbsp;&nbsp;&nbsp;/s/ &nbsp;John T. Unger</TD>
    <TD>&nbsp;</TD></TR>
<TR STYLE="vertical-align: top">
    <TD>&nbsp;</TD>
    <TD COLSPAN="2">&nbsp;</TD>
    <TD COLSPAN="2">John T. Unger,</TD></TR>
<TR STYLE="vertical-align: top">
    <TD>&nbsp;</TD>
    <TD COLSPAN="2">&nbsp;</TD>
    <TD COLSPAN="2" STYLE="font-style: italic">Senior Vice President and General Counsel</TD></TR>
<TR STYLE="vertical-align: top">
    <TD>&nbsp;</TD>
    <TD COLSPAN="4">&nbsp;</TD></TR>
<TR STYLE="vertical-align: top">
    <TD>&nbsp;</TD>
    <TD COLSPAN="4">&nbsp;</TD></TR>
<TR STYLE="vertical-align: top">
    <TD>Date: July 17, 2012</TD>
    <TD COLSPAN="4">&nbsp;</TD></TR>
<TR>
    <TD>&nbsp;</TD>
    <TD>&nbsp;</TD>
    <TD STYLE="width: 17px">&nbsp;</TD>
    <TD STYLE="width: 271px">&nbsp;</TD>
    <TD>&nbsp;</TD></TR>
</TABLE>
<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center">&nbsp;</P>

<P STYLE="font: 10pt Times New Roman, Times, Serif; margin: 0pt 0; text-align: center"></P>

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[{"type": "8-K", "sequence": "1", "filename": "v318761_8k.htm", "description": "FORM 8-K", "secsgml_size_bytes": 21320}]
{"company-data": {"conformed-name": "EDELMAN FINANCIAL GROUP INC.", "cik": "0001071341", "assigned-sic": "6282", "irs-number": "760583569", "state-of-incorporation": "TX", "fiscal-year-end": "1231"}, "filing-values": {"form-type": "8-K", "act": "34", "file-number": "000-30066", "film-number": "12965339"}, "business-address": {"street1": "600 TRAVIS", "street2": "SUITE 5800", "city": "HOUSTON", "state": "TX", "zip": "77002", "phone": "7139934610"}, "mail-address": {"street1": "600 TRAVIS", "street2": "SUITE 5800", "city": "HOUSTON", "state": "TX", "zip": "77002"}, "former-company": [{"former-conformed-name": "SANDERS MORRIS HARRIS GROUP INC", "date-changed": "20010817"}, {"former-conformed-name": "PINNACLE GLOBAL GROUP INC", "date-changed": "19980930"}]}
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of
the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported)
July
17, 2012
The Edelman Financial Group Inc.
(Exact name of registrant as specified in
its charter)
Texas
(State or other jurisdiction of incorporation)
0-30066
76-0583569
(Commission File Number)
(IRS Employer Identification No.)
600 Travis, Suite 5800, Houston, Texas
77002
(Address of principal executive offices)
(Zip Code)
Registrant's telephone number, including
area code
(713) 993-4610
(Former name or former
address, if changed since last report)
Check the appropriate box below if the
Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
o
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
T
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
o
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
o
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Item 8.01              
Other Events
On July 17 2012, The Edelman Financial
Group Inc., a Texas corporation (the "Company"), issued a press release announcing the establishment of a record date
for determination of shareholders entitled to receive notice of, and vote upon, among other things, the proposal to adopt the previously
announced Agreement and Plan of Merger dated as of April 16, 2012, by and among the Company, Summer Holdings II, Inc. ("Parent"),
and Summer Merger Sub, Inc., a wholly owned subsidiary of Parent ("Merger Sub") at a special meeting of shareholders.
Parent and Merger Sub were formed by affiliates of Lee Equity Partners, LLC, a New York based private equity firm ("Lee Equity
Partners").
The Company shareholders of record at the
close of business on Monday, July 23, 2012 will be entitled to receive notice of the special meeting and to vote at the special
meeting. The special meeting will be held at the Company's offices at 600 Travis, Suite 5800, Houston, Texas on a date to
be announced separately at or about the time the definitive proxy statement for the special meeting is filed. A copy of the press
release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Forward-Looking Statements
Statements herein regarding the proposed
transaction between Parent, Merger Sub and the Company, and any other forward looking statements which may be identified by words
such as "may," "could," "should," "would," "estimate," "expect,"
and similar expressions or statements of current expectation, assumption or opinion, are "forward looking" statements
within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of
1934, as amended, and as defined in the U.S. Private Securities Litigation Reform Act of 1995. Such statements are based upon current
beliefs and expectations and are subject to significant risks and uncertainties. There are a number of risks and uncertainties
that could cause actual results to differ materially from these forward looking statements, including the following: (1) the Company
may be unable to obtain the shareholder approval required for the transaction; (2) conditions to the closing of the transaction
may not be satisfied or waived; (3) the transaction may involve unexpected costs, liabilities or delays; (4) the business of the
Company may suffer as a result of uncertainty surrounding the transaction; (5) the Company may be adversely affected by other economic,
business, and/or competitive factors; (6) legislative developments; (7) changes in tax and other laws; (8) the occurrence of any
event, change or other circumstances that could give rise to the termination of the merger agreement, (9) the failure to receive
the necessary debt financing set forth in the commitment letters received in connection with the transaction, and (10) other risks
to consummation of the transaction, including the risk that the transaction will not be consummated within the expected time period
or at all. Additional factors that may affect the future results of the Company are set forth in its filings with the SEC, including
its recent filings on Forms 10-K, 10-K/A, 10-Q, and 8-K, including, but not limited to, those described in the Company's
Form 10-K for the fiscal year ended December 31, 2011 and the Company's Form 10-Q for the fiscal quarter ended March 31,
2012. These forward looking statements reflect the Company's expectations as of the date hereof. The Company does not undertake
any obligation to update any forward looking statement, except as required under applicable law.
Important Additional Information will be Filed with the SEC
In connection with the proposed transaction,
the Company filed a preliminary proxy statement on Schedule 14A with the SEC on April 16, 2012, as amended on May 16, 2012, and
July 6, 2012. When completed, a definitive proxy statement and a form of proxy will be mailed to the shareholders of the Company.
The Company and Parent also intend to file other relevant materials with the SEC. INVESTORS AND SECURITY HOLDERS OF THE EDELMAN
FINANCIAL GROUP ARE ADVISED TO READ THE PRELIMINARY PROXY STATEMENT AND ANY OTHER RELEVANT DOCUMENTS FILED WITH THE SEC WHEN THEY
BECOME AVAILABLE, INCLUDING THE COMANY'S DEFINITIVE PROXY STATEMENT, BECAUSE THOSE DOCUMENTS WILL CONTAIN IMPORTANT INFORMATION
ABOUT THE PROPOSED ACQUISITION. The definitive proxy statement will be mailed to shareholders of The Edelman Financial Group seeking
their approval of the proposed transaction. This communication is not a solicitation of a proxy from any security holder of the
Company.
Investors and security holders may obtain
a free copy of the definitive proxy statement when it becomes available, and other documents filed by The Edelman Financial Group
with the SEC, at the SEC's website at http://www.sec.gov. Free copies of the proxy statement, when it becomes available,
and the Company's other filings with the SEC may also be obtained from the Company by directing a request to the Company,
Attention: Corporate Secretary, Susan Bailey, or by calling (713) 220-5115. Such documents are not currently available. You may
also read and copy any reports, statements and other information filed with the SEC at the SEC public reference room at 100 F Street,
N.E., Washington, D.C. 20549. Please call the SEC at (800) SEC-0330 or visit the SEC's website for further information on
its public reference room.
Participants in Solicitation
The Company and its directors, executive
officers, and other members of its management and employees may be deemed to be soliciting proxies from the Company's shareholders
in favor of the proposed acquisition. Information regarding the Company's directors and executive officers is available in
its Annual Report on Form 10-K/A for the year ended December 31, 2011, filed with the SEC on April 30, 2012. Additional information
regarding the interests of the Company and its directors and executive officers in the proposed acquisition, which may be different
than those of the Company's shareholders generally, is included in the preliminary proxy statement filed with the SEC and
will be included in the definitive proxy statement and other relevant documents filed with the SEC when they become available.
Item 9.01.   Financial Statements and Exhibits.
a.
Financial statements of business acquired
Not Applicable
b.
Pro
forma financial information
Not Applicable
c.
Exhibits
99.1
Press Release
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act
of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
THE EDELMAN FINANCIAL GROUP INC.
By:
/s/  John T. Unger
John T. Unger,
Senior Vice President and General Counsel
Date: July 17, 2012