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Edgemoor Investment Advisors, Inc.

Edgemoor Investment Advisors, Inc.. CRD 109104

Edgemoor Investment Advisors, Inc. logo

CRD: 109104

Edgemoor Investment Advisors, Inc.

Bethesda, MD, 20814
3015438881
$1.5B Total AUM
$1.5B Disc. AUM
16.1% 3Y CAGR
9 Employees
321 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Prime
Established Date
10-25-1999
Office Locations
2

Office Locations

1900 M Street, NW Suite 600 Washington DC
7250 Woodmont Avenue Suite 315 Bethesda MD

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

81 AVG AGE
$252.5M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
12.4 yrs AVG TENURE
9 Employees
6 Advisory Reps
5 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Optima

CRM

Eagle frontier

Custodian

Wave ember Beacon eagle

Investment Themes

Quantum glacier

Investment Vehicles

Radial prime

Platform

Glacier capital

Services

Pioneer Atlas Crest Summit

Technology

Ridge

Owner & Executives

PAUL PATRICK MEEHAN

PAUL PATRICK MEEHAN

Chief Compliance Officer, Managing Director, President

CRD
#4379155
Ownership
50% but less than 75%
(545) 274-2967
radial.vector@horizoncapital.com
in linkedin.com/in/meridian-meridian
STEVEN D LAROSA

STEVEN D LAROSA

Director

CRD
#4226524
Ownership
Less than 5%
(716) 970-4629
signal.ember@frontiercapital.com
in linkedin.com/in/horizon-delta

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Contacts

P

PHILIPP BRIAN BENTLEY

--

CRD
#6257615
(818) 989-4826
signal.optima@optimacapital.com
in linkedin.com/in/frontier-alpha
TIMOTHY CRATHORNE COUGHLIN

TIMOTHY CRATHORNE COUGHLIN

Managing Director

CRD
#2791049
(919) 636-1383
pioneer.optima@zenithcapital.com
in linkedin.com/in/value-frontier
M

Meridian foundation

Pathway element

CRD
#19871
(955) 689-6563
summit.capital@radialcapital.com
in linkedin.com/in/vertex-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-24-2023
08-21-2024
12-08-2025
03-25-2026
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

$1.3B Total SMA
Equity - Exchange:
22.3%
U.S. Government/Agency:
14.2%
Public Funds:
40.4%
Cash:
13.0%
Municipal Bonds:
10.1%
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

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