Edgemoor Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions. Financial planning was provided to 51–100 clients last fiscal year.
Edgemoor Investment Advisors reports 321 clients. They include 159 individual clients, 153 high-net-worth individuals and 5 charitable organizations. Of its assets, 100.0% ($1.52B across 717 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 50% | 11% |
| High-net-worth individuals | 48% | 74% |
| Investment companies | <1% | 12% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $167M | 11.0% | $1.05M |
| High-net-worth individuals | 153 | $1.12B | 73.8% | $7.31M |
| Investment companies | 1 | $188M | 12.4% | $188M |
| Charitable organizations | 5 | $11.7M | 0.8% | $2.34M |
| Corporations and other businesses | Fewer than 5 | $30.4M | 2.0% | $10.1M |
| Total | 321 | $1.52B | 100% | — |
- Clients
- 159
- Regulatory AUM
- $167M
- AUM share
- 11.0%
- Avg. per client
- $1.05M
- Clients
- 153
- Regulatory AUM
- $1.12B
- AUM share
- 73.8%
- Avg. per client
- $7.31M
- Clients
- 1
- Regulatory AUM
- $188M
- AUM share
- 12.4%
- Avg. per client
- $188M
- Clients
- 5
- Regulatory AUM
- $11.7M
- AUM share
- 0.8%
- Avg. per client
- $2.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $30.4M
- AUM share
- 2.0%
- Avg. per client
- $10.1M
Total
- Clients
- 321
- Regulatory AUM
- $1.52B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Edgemoor Investment Advisors charges 0.60%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 1.00% |
| $5M–$10M | 0.75% |
| $10M and above | 0.60% |
Fee details and sources
Paul Meehan owns 50% to 75% of Edgemoor Investment Advisors. The leadership team of Edgemoor Investment Advisors includes President Paul Meehan. It has 9 employees, 6 of them in advisory roles.
Leadership
- Paul MeehanPresident, Chief Compliance Officer
- Steven LarosaDirector
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Philipp Brian Bentley
- Timothy Crathorne Coughlin
- Steven D Larosa
- Paul Patrick Meehan
- Bryce Isaiah Sistrunk-Lewis
- Gay Shepard Truscott MS.
Staff
- 9 employees
- 6 in advisory functions
- 5 state-registered reps
- 1 soliciting firm
- Owns 50% to 75% of Edgemoor Investment Advisors, Inc.
Paul Meehan
Control person · since August 2005
- Owns 25% to 50% of Edgemoor Investment Advisors, Inc.
Meehan Family Trust
since December 2006
- Owns 25% to 50% of Meehan Family Trust
Shelagh Meehan
Control person · since December 2006
Edgemoor Investment Advisors’ regulatory assets grew from $1.1B (March 2021) to $1.52B (March 2026); clients fell from 382 to 321 and employees were 9 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.52B | 321 | 9 | 1 |
| March 2025 | $1.33B | 312 | 9 | 1 |
| March 2024 | $1.18B | 316 | 10 | 1 |
| March 2023 | $969M | 316 | 10 | 1 |
| March 2022 | $1.15B | 313 | 9 | 1 |
| March 2021 | $1.1B | 382 | 9 | 1 |
Besides its headquarters, Edgemoor Investment Advisors has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 7250 Woodmont Avenue, Suite 315, BethesdaHQ
Contact and registration details
- Legal name
- Edgemoor Investment Advisors, Inc.
- Headquarters
- 7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814
- Website
- edgemoorinv.com
- Phone
- 301-543-8881
- @edgemoor-investment-advisors
- SEC file
- 801-56945
- Founded
- 1999
- Structure
- Maryland corporation
- Fiscal year end
- December
Edgemoor Investment Advisors uses Charles Schwab ($987M, 74%) and Fidelity ($348M, 26%) as custodians for its separately managed accounts. Edgemoor Investment Advisors has custody of $310M in client assets for 78 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $987M74%
- FidelityFidelity Brokerage Services LLC · Covington, KY · $348M26%
At year end, Edgemoor Investment Advisors’ separately managed accounts were mostly in stocks (84%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.47B across 188 positions; the largest are Applied Matls Inc. (7.2%), Apple Inc. (6.7%) and United Rentals Inc. (5.4%).
What the accounts hold
- Stocks84%
- Funds5%
- Bonds7%
- U.S. government and agency bonds6%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $1.47B
- Reported 13F value
- 188
- Positions
- 48.7%
- In the 10 largest
- +15.3%
- Value vs. prior quarter
- Applied Matls Inc.7.2%
- Apple Inc.6.7%
- United Rentals Inc.5.4%
- Microsoft Corp.5.3%
- Berkshire Hathaway Inc. Del · CL B New5.1%
- Alphabet Inc. · Cap Stk CL C4.9%
- Broadcom Inc.4.3%
- Alphabet Inc. · Cap Stk CL A3.8%
- Lowes Cos Inc.3.0%
- Amazon Com Inc.3.0%
Together, the ten largest are 48.7% of reported value.
How many clients does Edgemoor Investment Advisors have?
Edgemoor Investment Advisors has 321 clients and manages $1.52 billion for them, as of March 2026. They include 159 individual clients, 153 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Edgemoor Investment Advisors offer?
Edgemoor Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Edgemoor Investment Advisors charge?
Edgemoor Investment Advisors charges 0.60%–1.00% a year for its Investment Advisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Which custodians does Edgemoor Investment Advisors use?
Edgemoor Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $987M and Fidelity Brokerage Services LLC (Covington, KY), with $348M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Edgemoor Investment Advisors have?
Edgemoor Investment Advisors has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Edgemoor Investment Advisors invest in?
At the end of its last fiscal year, Edgemoor Investment Advisors’ separately managed accounts held 84% exchange-traded equities, 6% U.S. government and agency bonds, 5% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Edgemoor Investment Advisors have a minimum investment?
Yes, Edgemoor Investment Advisors’ minimum account size for its Investment Advisory Services is $1M.
Who owns Edgemoor Investment Advisors?
Edgemoor Investment Advisors is owned through a trust by Shelagh Meehan. Its direct owners are Paul Meehan (50% to 75%) and Meehan Family Trust (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Edgemoor Investment Advisors get paid?
Edgemoor Investment Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Edgemoor Investment Advisors registered with the SEC?
Yes, Edgemoor Investment Advisors has been registered with the SEC as an investment adviser since 25 October 1999. Its CRD number is 109104 and its SEC file number is 801-56945.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Edgemoor Investment Advisors?
Edgemoor Investment Advisors’ main office is at 7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814. Its phone number is 301-543-8881. Its website is edgemoorinv.com.