Edgemoor Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bethesda, MD. Its latest Form ADV filing, dated March 25, 2026, reports $1.5B in regulatory assets under management, 9 employees, and 717 accounts.
Assets Under Management
$1.5B
Employees
9
Offices
--
Total Clients
321
Primary office
BETHESDA, MD
7250 WOODMONT AVENUE, SUITE 315, BETHESDA, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.5% of total clients.
Top client categories% of clientsClients
1
Individuals
49.5%
159
2
HNWI
47.7%
153
3
Charitable
1.6%
5
4
Corporations
0.9%
3
5
Investment Cos.
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 25, 2026
Discretionary100.0%
$1.5B
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$1.5B
Total Accounts717
10Y AUM Change+$687M (+83.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* 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.