EDGEMOOR INVESTMENT ADVISORS, INC.
Latest filing: Mar 28, 2025 (85 days ago)
AUM
$1,329,105,623
13% change vs. 1 year ago
16% change vs. 3 years ago
25% change vs. 5 years ago
69% change vs. 10 years ago
Employee Count
9
-10% change vs. 1 year ago
0% change vs. 3 years ago
-10% change vs. 5 years ago
12% change vs. 10 years ago
Main Office
BETHESDA, MD
7250 WOODMONT AVENUE, BETHESDA, MD, UNITED STATES, 20814
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.3 |
| Non-Discretionary | $0.0 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.2 |
| Institutional | $0.1 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 159 | $0.2 |
| Average Individual AUM | $1,066,151 | |
| HNW | 142 | $0.9 |
| Average HNW AUM | $6,643,523 | |
| Retail Total | 301 | $1.1 |
| Average Retail AUM | $3,697,337 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | ORLANDO-FL-USA | $0.8 |
| FIDELITY BROKERAGE SERVICES LLC | COVINGTON-KY-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.2 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 85% | $1.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 6% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY COUGHLIN | BETHESDA | MD | S66|1999-12-29 | CERTIFIED FINANCIAL PLANNER | |||||
| PAUL MEEHAN | BETHESDA | MD | S63|2002-10-25 | CHARTERED FINANCIAL ANALYST | |||||
| GAY TRUSCOTT | BETHESDA | MD | S63|2013-01-22|S65|2011-07-15 | CERTIFIED FINANCIAL PLANNER | |||||
| STEVEN LAROSA | BETHESDA | MD | S63|2001-04-06 | CHARTERED FINANCIAL ANALYST | |||||
| THOMAS MEEHAN | BETHESDA | MD | S66|1999-11-17 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.3 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $1.2 | $0.1 | 13% | 10 | -1 | -10% |
| 2023-04-04 | $1.0 | $0.4 | 37% | 10 | -1 | -10% |
| 2022-04-01 | $1.2 | $0.2 | 16% | 9 | 0 | 0% |
| 2021-04-05 | $1.1 | $0.2 | 21% | 9 | 0 | 0% |
| 2020-04-01 | $1.1 | $0.3 | 25% | 10 | -1 | -10% |
| 2019-04-01 | $0.9 | $0.5 | 53% | 10 | -1 | -10% |
| 2018-04-02 | $0.9 | $0.4 | 40% | 9 | 0 | 0% |
| 2017-04-01 | $0.8 | $0.5 | 61% | 9 | 0 | 0% |
| 2016-04-01 | $0.8 | $0.6 | 76% | 8 | 1 | 12% |
| 2015-04-01 | $0.8 | $0.5 | 69% | 8 | 1 | 12% |
| 2014-04-01 | $0.7 | $0.6 | 88% | 8 | 1 | 12% |
| 2013-04-01 | $0.5 | $0.8 | 162% | 8 | 1 | 12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MD, CA-08/27/2007, CO-03/30/2017, DC-12/09/1999, FL-08/31/2007, MA-08/27/2007, MD-03/23/2000, NC-05/08/2003, NH-10/01/2019, NJ-11/13/2013, NY-01/19/2011, RI-10/16/2013, TX-08/30/2007, VA-03/23/2000 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV