← Directory

EDGEMOOR INVESTMENT ADVISORS, INC.

CRD 109104File 801-56945
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.52B
Above cohort median (national)
Discretionary AUM
$1.52B
Clients
321
717 accounts
Employees
9
Above cohort median in MD

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
Oct 25, 1999
Principal office
7250 WOODMONT AVENUE, SUITE 315, BETHESDA, MD, 20814
Phone
301-543-8881

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.52B
Discretionary AUM
$1.52B
Non-discretionary AUM
$0
Discretionary accounts
717
Non-discretionary accounts
0
Total accounts
717
AUM per client
$4.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$30.4M
Investment companies1$188.0M
Charitable organizations5$11.7M
High net worth individuals153$1.12B
Individuals (other than high net worth individuals)159$167.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
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.