{
  "crd_number": 105444,
  "slug": "the-edgar-lomax-company-alexandria-va-105444",
  "primary_business_name": "THE EDGAR LOMAX COMPANY",
  "legal_name": "THE EDGAR LOMAX COMPANY",
  "dbas": [],
  "city": "Alexandria",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1983-07-28",
  "years_registered": 43,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 1423981733.0,
  "raum_discretionary": 1423981733.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 56940531.0,
      "count": 5
    },
    "individuals": {
      "raum": 20592843.0,
      "count": 7
    },
    "state_municipal": {
      "raum": 769518946.0,
      "count": 13
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 102387457.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 402056103.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 72485853.0,
      "count": 5
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "VA"
  ],
  "websites": [
    "https://edgarlomax.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105444",
  "city_as_filed": "ALEXANDRIA",
  "url": "https://advisorcensus.com/firm/the-edgar-lomax-company-alexandria-va-105444",
  "display_name": "The Edgar Lomax Company",
  "summary": "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.",
  "citation": "AdvisorCensus. The Edgar Lomax Company (CRD 105444): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is The Edgar Lomax Company compensated?",
      "a": "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. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is The Edgar Lomax Company located?",
      "a": "The Edgar Lomax Company's principal office is in Alexandria, VA, according to its Form ADV."
    },
    {
      "q": "Is The Edgar Lomax Company registered with the SEC or a state?",
      "a": "The Edgar Lomax Company is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 105444."
    },
    {
      "q": "How much does The Edgar Lomax Company manage?",
      "a": "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)."
    },
    {
      "q": "How have The Edgar Lomax Company's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does The Edgar Lomax Company serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does The Edgar Lomax Company use?",
      "a": "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."
    },
    {
      "q": "Does The Edgar Lomax Company report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in The Edgar Lomax Company's recent Form ADV filings?",
      "a": "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)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1554017381.0,
      "total_employees": 7,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1758946552.0,
      "total_employees": 8,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1751390441.0,
      "total_employees": 6,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1684077547.0,
      "total_employees": 9,
      "filing_date": "2024-09-10"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1652507535.0,
      "total_employees": 8,
      "filing_date": "2025-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1423981733.0,
      "total_employees": 8,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "BNY Mellon",
      "name_as_filed": "BNY MELLON",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "Principal Custody Solutions",
      "name_as_filed": "PRINCIPAL CUSTODY SOLUTIONS",
      "affiliated": false
    },
    {
      "name": "State Street Bank and Trust Company",
      "name_as_filed": "STATE STREET BANK AND TRUST COMPANY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/the-edgar-lomax-company-alexandria-va-105444.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 20592843.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 102387457.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 402056103.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 56940531.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 769518946.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 72485853.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105444",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}