Data / Investment advisers / Virginia / The Edgar Lomax Company
The Edgar Lomax Company, Alexandria, VA: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Edgar Lomax Company is an SEC registered investment adviser with its main office in Alexandria, Virginia and reports $1.4 billion in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include state and municipal governments, pension and profit sharing plans and investment companies. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch The Edgar Lomax Company (CRD number 105444): 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
- 105444
- SEC file number
- 801-19358
- SEC status
- Approved, effective July 28, 1983
- Main office
- 5971 Kingstowne Village Parkway Suite 240, Alexandria, VA 22315
- Phone
- (703) 719-0026
- Website
- edgarlomax.com
- Regulatory AUM
- $1,423,981,733 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $1,423,981,733
- Accounts
- 36
- Employees
- 8, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 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 |
|---|---|---|
| State or municipal government entities | 13 | $769.5 million |
| Pension and profit sharing plans | 5 | $402.1 million |
| Investment companies | 1 | $102.4 million |
| Corporations or other businesses | 5 | $72.5 million |
| Charitable organizations | 5 | $56.9 million |
| Individuals (other than high net worth individuals) | 7 | $20.6 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 | $1.42 billion | March 13, 2026 |
| December 1, 2025 | $1.65 billion | March 18, 2025 |
Other advisers in Alexandria
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Columbia Capital | Alexandria | $13.84 billion | 30 | adviserinfo.sec.gov |
| Motley Fool Asset Management | Alexandria | $2.60 billion | Not listed | adviserinfo.sec.gov |
| Oxford Finance Advisors, LLC | Alexandria | $2.41 billion | 4 | adviserinfo.sec.gov |
| DC Capital Partners Management, L.P. | Alexandria | $1.40 billion | 4 | adviserinfo.sec.gov |
| Avenir Corporation | Alexandria | $849.3 million | Not listed | adviserinfo.sec.gov |
| Monument Wealth Management | Alexandria | $648.4 million | Not listed | adviserinfo.sec.gov |
| McLaughlin Ryder Investments, Inc. | Alexandria | $522.1 million | Not listed | adviserinfo.sec.gov |
| Westbourne Investments, Inc. | Alexandria | $276.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Alexandria, VA
- Investment advisers in Virginia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- The Edgar Lomax Company 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.