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 long-established SEC-registered investment advisory corporation (registered in 1983) with an individual owner. The firm primarily provides discretionary portfolio management across several client types, including high-net-worth individuals and families as well as institutional investors. Its stated advisory activities cover portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. Fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and structures that allow for performance-based compensation. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. It is not positioned as a capital allocator but is involved operationally with private pooled vehicles — acting as sponsor, general partner, or managing member in such structures.