AdvisorCensus / Financial advisors / District of Columbia / Washington / The Edgar Lomax Company
The Edgar Lomax Company is an SEC-registered investment advisory firm in Alexandria, VA, registered since 1983, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 13, 2026.
Quick answers
From the filingHow is The Edgar Lomax Company compensated?
On its Form ADV (Item 5.E, October 2026), The Edgar Lomax Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.
Where is The Edgar Lomax Company located?
The Edgar Lomax Company's principal office is in Alexandria, VA, according to its Form ADV.
Is The Edgar Lomax Company registered with the SEC or a state?
The Edgar Lomax Company is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105444.
How much does The Edgar Lomax Company manage?
The Edgar Lomax Company reports $1,423,981,733 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).
How have The Edgar Lomax Company's assets and staff changed since 2021?
In the Form ADV data for The Edgar Lomax Company: Regulatory assets under management: $1,554,017,381 in the October 2021 data and $1,423,981,733 in the October 2026 data, down 8%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Edgar Lomax Company serve?
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (13); individuals (other than high net worth individuals) (7); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Which custodians does The Edgar Lomax Company use?
The Edgar Lomax Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon, Northern Trust, Principal Custody Solutions and State Street Bank and Trust Company as custodians holding 10% or more of its separately managed account assets.
Does The Edgar Lomax Company 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/105444
What changed in The Edgar Lomax Company's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $1,652,507,535 to $1,423,981,733 (-14%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 13, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,423,981,733 as of October 2026, filing dated March 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- 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
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1983 (43 years)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,423,981,733 | 8 | March 13, 2026 |
| October 2025 | $1,652,507,535 | 8 | March 18, 2025 |
| October 2024 | $1,684,077,547 | 9 | September 10, 2024 |
| October 2023 | $1,751,390,441 | 6 | March 31, 2023 |
| October 2022 | $1,758,946,552 | 8 | March 31, 2022 |
| October 2021 | $1,554,017,381 | 7 | March 31, 2021 |
Regulatory assets under management: $1,554,017,381 in the October 2021 data and $1,423,981,733 in the October 2026 data, down 8%.
Total employees: 7 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $1,652,507,535 to $1,423,981,733 (-14%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Edgar Lomax Company (CRD 105444): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-edgar-lomax-company-alexandria-va-105444