# Edgemoor Investment Advisors, Inc.

> Edgemoor Investment Advisors, Inc. is an SEC-registered investment advisory firm in Bethesda, MD, registered since 1999, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 109104
- Filed as: EDGEMOOR INVESTMENT ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109104
- AdvisorCensus page: https://advisorcensus.com/firm/edgemoor-investment-advisors-inc-bethesda-md-109104

## Quick answers

**How is Edgemoor Investment Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Edgemoor Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Edgemoor Investment Advisors, Inc. located?**
Edgemoor Investment Advisors, Inc.'s principal office is in Bethesda, MD, according to its Form ADV.

**Is Edgemoor Investment Advisors, Inc. registered with the SEC or a state?**
Edgemoor Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109104.

**How much does Edgemoor Investment Advisors, Inc. manage?**
Edgemoor Investment Advisors, Inc. reports $1,515,154,666 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Edgemoor Investment Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Edgemoor Investment Advisors, Inc.: Regulatory assets under management: $1,101,520,202 in the October 2021 data and $1,515,154,666 in the October 2026 data, up 38%. Total employees: 9 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Edgemoor Investment Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (153); charitable organizations (5).

**Which custodians does Edgemoor Investment Advisors, Inc. use?**
Edgemoor Investment Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Edgemoor Investment Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109104

**What changed in Edgemoor Investment Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,329,105,623 to $1,515,154,666 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,515,154,666
- Discretionary: $1,515,154,666
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $167,332,615 |
| High net worth individuals | 153 | $1,117,764,113 |
| Investment companies | 1 | $187,984,747 |
| Charitable organizations | 5 | $11,697,938 |
| Corporations or other businesses not listed above | 3 | $30,375,253 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1999 (26 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, MA, MD, NC, NH, NJ, NY, RI, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edgemoorblog.com
- edgemoorinv.com
- LinkedIn @edgemoor-investment-advisors
- X @EDGEMOORINV
- YouTube @edgemoorinvestmentadvisors5647

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,101,520,202 | 9 | March 26, 2021 |
| October 2022 | $1,150,111,173 | 9 | March 28, 2022 |
| October 2023 | $969,415,393 | 10 | March 24, 2023 |
| October 2024 | $1,179,897,525 | 10 | August 21, 2024 |
| October 2025 | $1,329,105,623 | 9 | March 28, 2025 |
| October 2026 | $1,515,154,666 | 9 | March 25, 2026 |

Regulatory assets under management: $1,101,520,202 in the October 2021 data and $1,515,154,666 in the October 2026 data, up 38%.
Total employees: 9 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,329,105,623 to $1,515,154,666 (+14%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edgemoor Investment Advisors, Inc. (CRD 109104): Form ADV filing data as of October 2026.