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EDGEMOOR INVESTMENT ADVISORS, INC.

Business and Investment Profile

The EDGEMOOR INVESTMENT ADVISORS, INC. is a privately held investment adviser that advises $1.55Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. EDGEMOOR INVESTMENT ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 38.24% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 26.78 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7250 WOODMONT AVENUE SUITE 315, BETHESDA, MARYLAND. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 9 employees comprised of 6 investment and 3 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $1.55Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 8 other accounts. Assets of High Net Worth Individuals clients own $1.12Bn or 72.26% of Total Assets and Investment Companies (IC) own $219.8mn or 14.21% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.

Client Profile

They advise 5 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

EDGEMOOR INVESTMENT ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: EDGEMOOR INVESTMENT ADVISORS, INC.

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Keywords: Edgemoor Investment Advisors, Edgemoor
Generated 2026-09-12T06:49:04.8301574.  © 2026 Convergence.