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THE EDGAR LOMAX COMPANY

CRD 105444File 801-19358
APPROVED
Retail clients
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.42B
Above cohort median (national)
Discretionary AUM
$1.42B
Clients
36
36 accounts
Employees
8
Top 25% of cohort in VA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
Jul 28, 1983
Principal office
5971 KINGSTOWNE VILLAGE PARKWAY, SUITE 240, ALEXANDRIA, VA, 22315
Phone
703-719-0026

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.42B
Discretionary AUM
$1.42B
Non-discretionary AUM
$0
Discretionary accounts
36
Non-discretionary accounts
0
Total accounts
36
AUM per client
$39.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other5$72.5M
Investment companies1$102.4M
Charitable organizations5$56.9M
Pension and profit sharing plans5$402.1M
State or municipal government entities13$769.5M
Individuals (other than high net worth individuals)7$20.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.