Edgemoor Investment Advisors, Inc.
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 109104
- Registered since
- October 25, 1999
- Website
- www.edgemoorinv.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.77%
- Investment Companies12.41%
- Individuals11.04%
- Corporations / Businesses2%
- Charitable Organizations0.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Edgemoor Investment Advisors, Inc. is an independent registered investment adviser that provides portfolio management and financial planning to high-net-worth individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals, small businesses, investment companies and institutions among its advisory services. Edgemoor is SEC-registered (initially registered in 1999). The firm has appeared on CNBC’s Top 100 Financial Advisory Firms list in 2020, 2021, 2022 and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- US Government Bonds6%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 127Active vs passive
$79.9M in ETFs
46%
$37.1M
53%
$42.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $15.5M | 307,037 | 19.37% |
Location
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 7250 Woodmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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