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EDGEMOOR INVESTMENT ADVISORS, INC.
CRD 109104 · SEC 801-56945
7250 WOODMONT AVENUE, SUITE 315, BETHESDA, MD, 20814, United States
Phone
301-543-8881
Fax
301-543-8358
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.52B
Discretionary AUM
$1.52B
Team
9 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $167.3M |
| High net worth individuals | 153 | $1.12B |
| Investment companies | 1 | $188.0M |
| Charitable organizations | 5 | $11.7M |
| Corporations/business entities | 3 | $30.4M |
States served
CA, CO, DC, MD, MA, NJ, NY, NC, RI, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD