The Edgar Lomax Company

RIASEC RegisteredEst. 1983

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$39.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Alexandria, Virginia
CRD number: 105444
Registered since: July 28, 1983
Website: www.edgarlomax.com
Custodians: THE BANK OF NEW YORK MELLON, SUNTRUST CAPITAL MARKETS, INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: State / Municipal Government54.04%
Pension & Profit Sharing Plans28.23%
Investment Companies7.19%
Corporations / Businesses5.09%
Charitable Organizations4%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Edgar Lomax Company is a corporation operating as an institutional registered investment adviser that has been SEC-registered since 1983. The firm serves both individual and family clients as well as institutional investors and provides portfolio management across individuals/small businesses, investment companies, and business or institutional accounts. Ownership is listed as individual, and the firm offers a mix of fee arrangements — percentage of assets under management, hourly and fixed fees, and performance-based fees. The adviser is not positioned as an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant. Beyond outsourcing to third-party managers, the firm also participates in pooled investment vehicles in sponsor, general partner, or managing-member roles.