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
6

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, SEC-registered investment advisor that provides fee-based wealth management and financial planning. The firm manages portfolios for individual and family clients as well as institutional and business accounts, charging a percentage-of-AUM advisory fee. Service offerings listed include comprehensive financial planning and discretionary portfolio management across individuals, small businesses, investment companies and institutions. Edgemoor has appeared on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, 2022 and 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 6
  • Philipp Bentley

    Philipp Bentley

    Senior Investment AnalystCRD 6257615

  • Paul Meehan

    Paul Meehan

    PresidentCRD 4379155

  • Timothy Coughlin

    Timothy Coughlin

    Managing DirectorCRD 2791049

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 51

Active vs passive

$72.4M in ETFs

Passive

46%

$33.1M

Active

54%

$39.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH)BlackRockActiveUltrashort Bond$14.4M284,76219.90%
Unlock additional holdings →

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

Similar firms

Sargent Investment Group

RIA

Bethesda, MD

AUM $1.5BTEAM 18REPS 15

MV Capital Management, Inc.

RIA

Bethesda, MD

AUM $1.4BTEAM 8REPS 8

Rotunda Capital Partners, LLC

RIA

Bethesda, MD

AUM $1.6BTEAM 31REPS 5

Advisorshares

RIA

Bethesda, MD

AUM $1.7BTEAM 11REPS 4

Trumbower Financial Advisors LLC

RIA

Bethesda, MD

AUM $2BTEAM 11REPS 6

Northlane Capital Partners

RIA

Bethesda, MD

AUM $1.2BTEAM 22REPS 1
More RIAs in Bethesda →All Maryland RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth