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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 10-25-1999
- Office Locations
- 2
Office Locations
About Edgemoor Investment Advisors, Inc.
Edgemoor Investment Advisors is a wealth management RIA providing investment management and financial planning for individuals and families, trusts, retirement plans, nonprofits, and foundations. The firm takes an active approach, building diversified portfolios of primarily individual equity and income securities aimed at long-term appreciation, capital preservation, and income. Ranked #17 on CNBC’s 2025 FA 100 list and a top-40 honoree in multiple prior years.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL PATRICK MEEHAN
Chief Compliance Officer, Managing Director, President
- CRD
- #4379155
- Ownership
- 50% but less than 75%
STEVEN D LAROSA
Director
- CRD
- #4226524
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PHILIPP BRIAN BENTLEY
--
- CRD
- #6257615
TIMOTHY CRATHORNE COUGHLIN
Managing Director
- CRD
- #2791049
Meridian foundation
Pathway element
- CRD
- #19871
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,515,154,666 | $2,113,186 |
| Non-Discretionary | $0 | -- |
| Total | $1,515,154,666 | $2,113,186 |
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Separately Managed Accounts
Total SMA Asset: $1,327,169,919
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,820,929,253 | 22.3% |
| U.S. Government/Agency | $1,159,515,488 | 14.2% |
| Public Funds | $3,298,903,220 | 40.4% |
| Cash | $1,061,528,264 | 13.0% |
| Municipal Bonds | $824,725,805 | 10.1% |
| Total | $8,165,602,030 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT TIMBER | PATHWAY DELTA | DI1JHTNM5 | WAV | 9.00% | $39,547,155 |
| WAVE SIGNAL | MATRIX QUANTUM | DGVMLU5LY | FGN | 0.76% | $55,382,941 |
| WAVE PATHWAY | FOCUS ATLAS | BA31E4I55 | MXD | 10.91% | $48,212,402 |
| INSIGHT VERTEX PIONEER | WAVE HORIZON | YFSBWBD4O | MAWHJ | 8.79% | $9,125,677 |
| ZENITH ATLAS | LEGACY PRIME | A7A48U8XE | FJKUP | 1.23% | $9,393,648 |
| ELEMENT FRONTIER VECTOR | QUANTUM ZENITH | YGAO5WPXO | YDKAN | 3.53% | $56,171,997 |
| MOMENTUM GLACIER FRONTIER | ZENITH PIONEER | OKH3X4Y2W | WRU | 7.50% | $33,353,979 |
| ATLAS BRIDGE UNISON | CREST TIMBER | WMFFRE2OQ | VNH | 7.26% | $28,120,102 |