Data / Investment advisers / Maryland / Edgemoor Investment Advisors, Inc.
Edgemoor Investment Advisors, Inc., Bethesda, MD: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Edgemoor Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Bethesda, Maryland and reports $1.5 billion in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include high net worth individuals, investment companies and individuals. It is paid through a percentage of assets under management.
The request: Watch Edgemoor Investment Advisors, Inc. (CRD number 109104): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109104
- SEC file number
- 801-56945
- SEC status
- Approved, effective October 25, 1999
- Main office
- 7250 Woodmont Avenue Suite 315, Bethesda, MD 20814
- Phone
- (301) 543-8881
- Website
- edgemoorinv.com
- Regulatory AUM
- $1,515,154,666 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $1,515,154,666
- Accounts
- 717
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 153 | $1.12 billion |
| Investment companies | 1 | $188 million |
| Individuals (other than high net worth individuals) | 159 | $167.3 million |
| Corporations or other businesses | 3 | $30.4 million |
| Charitable organizations | 5 | $11.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.52 billion | March 25, 2026 |
| December 1, 2025 | $1.33 billion | March 28, 2025 |
Other advisers in Bethesda
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Abrams Bison Investments, L.L.C. | Bethesda | $3.04 billion | 2 | adviserinfo.sec.gov |
| FBB Capital Partners | Bethesda | $2.39 billion | Not listed | adviserinfo.sec.gov |
| Trumbower Financial Advisors LLC | Bethesda | $1.98 billion | Not listed | adviserinfo.sec.gov |
| Advisorshares | Bethesda | $1.72 billion | Not listed | adviserinfo.sec.gov |
| Rotunda Capital Partners, LLC | Bethesda | $1.61 billion | 12 | adviserinfo.sec.gov |
| Sargent Investment Group | Bethesda | $1.48 billion | 1 | adviserinfo.sec.gov |
| MV Capital Management, Inc. | Bethesda | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Northlane Capital Partners | Bethesda | $1.16 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethesda, MD
- Investment advisers in Maryland
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving investment companies
- Edgemoor Investment Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.