Edgemoor Investment Advisors, INC.
Bethesda, MD·SEC-registered · CRD #109104
Edgemoor Investment Advisors, INC. is an SEC-registered investment advisory firm in Bethesda, MD managing $1.5B across 717 client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
717
Advisory staff
6
Fee model
Fee-only
How Edgemoor Investment Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Edgemoor Investment Advisors, INC.
How much does Edgemoor Investment Advisors, INC. manage?
Per its most recent SEC Form ADV filing (03/25/2026), Edgemoor Investment Advisors, INC. reports $1.5B in regulatory assets under management across roughly 717 client accounts.
How does Edgemoor Investment Advisors, INC. charge?
Edgemoor Investment Advisors, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Edgemoor Investment Advisors, INC. a fiduciary?
Yes. Edgemoor Investment Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #109104), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Edgemoor Investment Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Edgemoor Investment Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bethesda, MD
Profile compiled from Edgemoor Investment Advisors, INC.'s public SEC Form ADV filing (CRD #109104, filed 03/25/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Edgemoor Investment Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Edgemoor Investment Advisors, INC.? Claim this profile.