EDGEMOOR INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 1999
Total AUM
$1.5B
Discretionary
$1.5B
100% of AUM
Avg account
$2.1M
Accounts
717
Employees
9
Advisory reps
5

Firm details

Headquarters
BETHESDA, Maryland
CRD number
109104
Registered since
October 25, 1999
Website
www.edgemoorinv.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI73.77%
  • Investment Companies12.41%
  • Individuals11.04%
  • Corporations / Businesses2%
  • Charitable Organizations0.77%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Edgemoor Investment Advisors, Inc. is an independent registered investment adviser that has been operating since 1999. The firm serves both individual and family clients as well as institutional investors, providing financial planning and portfolio management across individuals/small businesses, investment companies, and other business or institutional clients. Its business model is fee-based on a percentage of assets under management. Edgemoor does not identify as an active ESG investor. The firm has been recognized several times on CNBC’s Top 100 Financial Advisory Firms list (2020, 2021, 2022, 2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, US Government Bonds 6%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 4%, State & Local Bonds 1%84%
  • Exchange Traded Equities84%
  • US Government Bonds6%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents4%
  • State & Local Bonds1%

Contacts

3 of 5

  • PHILIPP BENTLEY

    Senior Investment AnalystCRD 6257615

  • PAUL MEEHAN

    PresidentCRD 4379155

  • TIMOTHY COUGHLIN

    Managing DirectorCRD 2791049

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$66M in ETFs

Passive

42%

$27.5M

Active

58%

$38.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH)BlackRockActiveUltrashort Bond$14.2M279,75421.44%
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Location

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
7250 Woodmont Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth