The Edgar Lomax Company is an SEC registered investment adviser organized as a corporation with a primary office location in Alexandria, VA. Its latest Form ADV filing, dated March 13, 2026, reports $1.4B in regulatory assets under management, 8 employees, and 36 accounts.
Assets Under Management
$1.4B
Employees
8
Offices
--
Total Clients
36
Primary office
ALEXANDRIA, VA
5971 KINGSTOWNE VILLAGE PARKWAY, SUITE 240, ALEXANDRIA, VA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentGovernment represent 36.1% of total clients.
Top client categories% of clientsClients
1
Government
36.1%
13
2
Individuals
19.4%
7
3
Pension Plans
13.9%
5
4
Charitable
13.9%
5
5
Corporations
13.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 13, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts36
10Y AUM Change$-224M (-13.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee5:1
10Y Employee Change-4 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.