CRD: 109104
Edgemoor Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between December 8, 2025 and March 25, 2026, reported AUM increased 14.0%, from $1.3B to $1.5B.
Across 5 reported observations, AUM increased 31.7% between March 28, 2022 and March 25, 2026, from $1.2B to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 321 clients, or 53.5 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Senior Investment Analyst and Lead Trader
- CRD
- #6257615
TIMOTHY CRATHORNE COUGHLIN
Managing Director
- CRD
- #2791049
Showing 2 of 6 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
SMA allocation detail is available
Edgemoor Investment Advisors, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Edgemoor Investment Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.