Edgemoor Investment Advisors, Inc.
● SEC registered since 1999CRD 109104SEC# 801-56945Bethesda, MD
Reg. AUM
$1.52B
Employees
9
Accounts
717
Location
Bethesda, MD
Edgemoor Investment Advisors, Inc. assets under management
Edgemoor Investment Advisors, Inc. is an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 1999. It reports $1.5 billion in regulatory assets under management and employs 9 people.
Edgemoor Investment Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Meehan Family Trust | None | 25-50% | 2006 |
| Paul Patrick Meehan Control | President, Chief Compliance Officer | 50-75% | 2005 |
| Steven D Larosa | Director | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Edgemoor Investment Advisors, Inc. manage?
Edgemoor Investment Advisors, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Edgemoor Investment Advisors, Inc. have?
Edgemoor Investment Advisors, Inc. reports 9 employees.
Where is Edgemoor Investment Advisors, Inc. located?
Edgemoor Investment Advisors, Inc. is based in Bethesda, MD and has been SEC-registered since 1999.
Does Edgemoor Investment Advisors, Inc. disclose fund performance?
Edgemoor Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814 |
| Phone | 301-543-8881 |
| Fax | 301-543-8358 |
| Office hours | 9:00a.m. To 5:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1313792 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.52B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $1.52B