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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Edgemoor Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Edgemoor Investment Advisors charge?","answer":"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.","source":"EDGEMOOR BROCHURE MARCH 2026, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Edgemoor Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Edgemoor Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Edgemoor Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Edgemoor Investment Advisors have a minimum investment?","answer":"Yes, Edgemoor Investment Advisors’ minimum account size for its Investment Advisory Services is $1M.","source":"EDGEMOOR BROCHURE MARCH 2026, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Edgemoor Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Edgemoor Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Edgemoor Investment Advisors registered with the SEC?","answer":"Yes, Edgemoor Investment Advisors has been registered with the SEC as an investment adviser since 25 October 1999. 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