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

Identifiers

SEC RIA File Number 801-19358
SEC ERA File Number 801-19358
SEC CIK Numbers 1013538
SEC CRD Numbers 105444
Legal Entity Identifier None

Principal Office

5971 KINGSTOWNE VILLAGE PARKWAY
SUITE 240
ALEXANDRIA
VA
United States
Monday - Friday, 9:00 AM - 5:30 PM
Tel: 703-719-0026, Fax: 703-719-9483

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
(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

10502020202120222023202420257 on 3/31/20207 on 6/30/20207 on 3/31/20218 on 3/31/20226 on 3/31/20239 on 3/19/2024

RAUM, Historic

2B1B02020202120222023202420251649965004 on 3/31/20201649965004 on 6/30/20201554017381 on 3/31/20211758946552 on 3/31/20221751390441 on 3/31/20231684077547 on 3/19/2024

No. Clients, Historic

4020020202021202220232024202531 on 3/31/202031 on 6/30/202038 on 3/31/202136 on 3/31/202237 on 3/31/202339 on 3/19/2024

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