THE EDGAR LOMAX COMPANY
Adviser information for THE EDGAR LOMAX COMPANY last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 9 |
---|---|
Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 39 | $1.7B |
Non-Discretionary | 0 | $0 |
Total | 39 | $1.7B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 7 | $16.3M |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $91.0M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 5 | $401.5M |
Charitable organizations | 5 | $68.2M |
State or municipal gov entities | 15 | $1.0B |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 6 | $94.5M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Principal Office
5971 KINGSTOWNE VILLAGE PARKWAYSUITE 240
ALEXANDRIA
VA
United States
Monday - Friday, 9:00 AM - 5:30 PM
Tel: 703-719-0026, Fax: 703-719-9483
Websites
Chief Compliance Officer
THOMAS B. MURRAY
CHIEF OPERATING OFFICER
5971 KINGSTOWNE VILLAGE PARKWAY
SUITE 240
ALEXANDRIA
VA
United States
Tel:
703-719-0026
Fax:
703-719-9483
B**********@*************M
(Full email address available in API data)
Industry Affiliates
RANDALL R. ELEY | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ELEY, RANDALL, ROBBI | Individual | – | PRESIDENT, DIRECTOR | 03/1983 | 50-75% |
FLOWERS-SMITH, FELICIA, ODETTE | Individual | – | DIRECTOR | 06/1988 | < 5% |
MCGAUGH, RAYMOND, SCOTT | Individual | – | DIRECTOR | 06/1988 | 5-10% |
KALLISH, MICHAEL, ALLEN | Individual | – | DIRECTOR | 01/1991 | 10-25% |
ELEY, JR., MELVIN, CLYDE | Individual | – | DIRECTOR | 06/1988 | < 5% |
MURRAY, THOMAS, BERRIGAN | Individual | – | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | 08/2001 | < 5% |
SILVERMAN, DANA, LEAMAN | Individual | – | DIRECTOR | 05/2003 | < 5% |
ELEY III, MELVIN, CLYDE | Individual | – | TREASURER | 03/2021 | < 5% |
Atwell, Christopher, William | Individual | – | DIRECTOR | 05/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO COM | COM | 10M | 97K | – |
ABBVIE INC. COM | COM | 11M | 67K | – |
ALTRIA GROUP INC COM | COM | 2M | 46K | – |
AMERICAN EXPRESS | COM | 30M | 128K | – |
AMERICAN INTERNATIONAL GROUP | COM | 6M | 82K | – |
AMGEN INC COM | COM | 46M | 147K | – |
AT&T INC COM | COM | 12M | 628K | – |
BANK NEW YORK MELLON COM | COM | 40M | 661K | – |
BERKSHIRE HATHAWAY INC CL A | COM | 612K | 1 | – |
BRISTOL-MYERS SQUIBB | COM | 8M | 203K | – |
CAPITAL ONE FINL CORP COM | COM | 14M | 98K | – |
CATERPILLAR INC DEL COM | COM | 27M | 81K | – |
CHEVRON CORP NEW COM | COM | 56M | 356K | – |
CISCO SYS INC COM | COM | 56M | 1M | – |
CITIGROUP INC COM | COM | 43M | 670K | – |
COCA COLA CO COM | COM | 58M | 915K | – |
COMCAST CORP NEW CL A | COM | 11M | 294K | – |
CONOCOPHILLIPS COM | COM | 20M | 176K | – |
CVS HEALTH CORP COM | COM | 54M | 915K | – |
DANAHER CORP DEL COM | COM | 18M | 70K | – |
DOW INC COM | COM | 42M | 796K | – |
DUKE ENERGY CORP COM | COM | 15M | 151K | – |
EXELON CORP COM | COM | 40M | 1M | – |
EXXON MOBIL CORP. | COM | 53M | 461K | – |
FEDEX CORP COM | COM | 87M | 292K | – |
FORD MTR CO | COM | 35M | 3M | – |
GE AEROSPACE COM NEW | COM | 16M | 101K | – |
GE VERNOVA INC COM | COM | 4M | 25K | – |
GENERAL DYNAMICS CORP COM | COM | 36M | 125K | – |
GILEAD SCIENCES INC COM | COM | 9M | 130K | – |
GOLDMAN SACHS GROUP COM | COM | 40M | 89K | – |
HOME DEPOT INC COM | COM | 6M | 16K | – |
INTERNATIONAL BUSINESS MACHINE | COM | 65M | 375K | – |
ISHARES TR S&P500/VALUE INDEX | COM | 3M | 19K | – |
JOHNSON & JOHNSON COM | COM | 30M | 208K | – |
JPMORGAN CHASE & CO. | COM | 28M | 137K | – |
KRAFT HEINZ CO COM | COM | 24M | 732K | – |
LOWES COS INC COM | COM | 24M | 107K | – |
MEDTRONIC PLC SHS | COM | 26M | 329K | – |
METLIFE INC COM | COM | 11M | 159K | – |
MONDELEZ INTL INC CL A | COM | 15M | 228K | – |
MORGAN STANLEY | COM | 17M | 172K | – |
NEXTERA ENERGY INC COM | COM | 17M | 240K | – |
PFIZER INC COM | COM | 42M | 1M | – |
PROCTER & GAMBLE CO COM | COM | 19M | 113K | – |
QUALCOMM INC COM | COM | 23M | 114K | – |
RTX CORPORATION COM | COM | 19M | 194K | – |
SIMON PPTY GROUP INC N COM | COM | 37M | 242K | – |
SOLVENTUM CORP COM SHS | COM | 1M | 24K | – |
SOUTHERN CO. | COM | 16M | 208K | – |
STANDARD & POOR'S DEPOSITARY R | COM | 2M | 3K | – |
TARGET CORP COM | COM | 11M | 74K | – |
TEXAS INSTRS INC COM | COM | 31M | 159K | – |
UNITED PARCEL SERVICE CL B | COM | 9M | 67K | – |
UNITEDHEALTH GROUP INC | COM | 16M | 31K | – |
US BANCORP DEL COM NEW | COM | 10M | 243K | – |
VERIZON COMMUNICATIONS COM | COM | 77M | 2M | – |
WALGREENS BOOTS ALLIANCE INC | COM | 15M | 1M | – |
WALMART INC | COM | 21M | 315K | – |
WELLS FARGO & CO NEW | COM | 29M | 486K | – |
BANCO BILBAO VIZCAYA ARGENTARI | COM | 113K | 11K | – |
BANCO SANTANDER SA | COM | 51K | 11K | – |
HONDA MOTOR CO LTD | COM | 112K | 11K | – |
PANASONIC HLDGS CO | COM | 93K | 11K | – |
SCHWAB CAP TR S&P 500IDX SEL | ETF | 606K | 7K | – |