EDGEMOOR INVESTMENT ADVISORS, INC.
Adviser information for EDGEMOOR INVESTMENT ADVISORS, INC. last updated from Form ADV on March 21st, 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 | Maryland, United States |
Employees
Total Number of Employees | 10 |
---|---|
Investment Advisory/Research | 7 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 750 | $1.2B |
Non-Discretionary | 0 | $0 |
Total | 750 | $1.2B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 170 | $166.3M |
HNW Individuals | 134 | $817.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $127.0M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $10.0M |
Charitable organizations | 7 | $38.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $20.9M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
7250 WOODMONT AVENUESUITE 315
BETHESDA
MD
United States
Monday - Friday, 9:00AM TO 5:30PM
Tel: 301-543-8881, Fax: 301-543-8358
Chief Compliance Officer
PAUL MEEHAN
CHIEF COMPLIANCE OFFICER
7250 WOODMONT AVENUE
SUITE 315
BETHESDA
MD
United States
Tel:
301-543-8881
Fax:
301-543-8358
P******@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MEEHAN, THOMAS, PATRICK | Individual | – | PRESIDENT | 09/1999 | 25-50% |
MEEHAN, PAUL, PATRICK | Individual | – | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | 08/2005 | 25-50% |
MEEHAN FAMILY TRUST | Domestic Entity | – | NONE | 12/2006 | 25-50% |
MEEHAN, PAUL, PATRICK | Individual | MEEHAN FAMILY TRUST | TRUSTEE | 12/2006 | 25-50% |
MEEHAN, SHELAGH | Individual | MEEHAN FAMILY TRUST | TRUSTEE | 12/2006 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 291K | 3K | – |
ABBVIE INC | COM | 369K | 2K | – |
AES CORP | COM | 5M | 263K | – |
ALEXANDRIA REAL ESTATE EQ IN | COM | 7M | 61K | – |
ALPHABET INC | CAP STK CL C | 45M | 244K | – |
ALPHABET INC | CAP STK CL A | 29M | 158K | – |
ALTRIA GROUP INC | COM | 256K | 6K | – |
AMAZON COM INC | COM | 35M | 180K | – |
AMERICAN ELEC PWR CO INC | COM | 11M | 127K | – |
AMERICAN EXPRESS CO | COM | 213K | 921 | – |
AMGEN INC | COM | 672K | 2K | – |
APPLE INC | COM | 80M | 380K | – |
APPLIED MATLS INC | COM | 36M | 152K | – |
ARES CAPITAL CORP | COM | 15M | 720K | – |
AT&T INC | COM | 5M | 271K | – |
ATMOS ENERGY CORP | COM | 3M | 30K | – |
AUTOMATIC DATA PROCESSING IN | COM | 644K | 3K | – |
BANK AMERICA CORP | 7.25%CNV PFD L | 2M | 2K | – |
BANK NEW YORK MELLON CORP | COM | 1M | 19K | – |
BCE INC | COM NEW | 4M | 119K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 2M | 3 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 67M | 166K | – |
BLACKROCK CR ALLOCATION INCO | COM | 3M | 288K | – |
BLACKROCK FLOATING RATE INCO | COM | 837K | 65K | – |
BLACKROCK INC | COM | 16M | 20K | – |
BLACKSTONE INC | COM | 20M | 159K | – |
BLACKSTONE MTG TR INC | COM CL A | 6M | 325K | – |
BOOKING HOLDINGS INC | COM | 4M | 909 | – |
BROADCOM INC | COM | 29M | 18K | – |
BROOKFIELD RENEWABLE CORP | CL A SUB VTG | 1M | 39K | – |
BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | 2M | 61K | – |
CARRIER GLOBAL CORPORATION | COM | 209K | 3K | – |
CENTERPOINT ENERGY INC | COM | 6M | 201K | – |
CHEVRON CORP NEW | COM | 949K | 6K | – |
CISCO SYS INC | COM | 492K | 10K | – |
CITIGROUP INC | COM NEW | 9M | 135K | – |
CLEARBRIDGE ENERGY MIDSTRM O | COM | 2M | 45K | – |
CLEARWAY ENERGY INC | CL A | 5M | 206K | – |
COCA COLA CO | COM | 343K | 5K | – |
COLGATE PALMOLIVE CO | COM | 225K | 2K | – |
CONOCOPHILLIPS | COM | 285K | 2K | – |
CONSOLIDATED EDISON INC | COM | 875K | 10K | – |
CORTEVA INC | COM | 2M | 34K | – |
COSTCO WHSL CORP NEW | COM | 555K | 653 | – |
CROWN CASTLE INC | COM | 9M | 94K | – |
CSX CORP | COM | 677K | 20K | – |
CVS HEALTH CORP | COM | 209K | 4K | – |
DANAHER CORPORATION | COM | 2M | 7K | – |
DEERE & CO | COM | 10M | 26K | – |
DIGITAL RLTY TR INC | COM | 6M | 43K | – |
DOW INC | COM | 248K | 5K | – |
DUKE ENERGY CORP NEW | COM NEW | 302K | 3K | – |
DUPONT DE NEMOURS INC | COM | 240K | 3K | – |
EATON CORP PLC | SHS | 253K | 806 | – |
ELI LILLY & CO | COM | 1M | 1K | – |
EMERSON ELEC CO | COM | 390K | 4K | – |
ENERGY TRANSFER L P | COM UT LTD PTN | 327K | 20K | – |
ENTERGY CORP NEW | COM | 7M | 62K | – |
ENTERPRISE PRODS PARTNERS L | COM | 9M | 316K | – |
EQUITY COMWLTH | 6.5% CNV PFD D | 2M | 75K | – |
EVERGY INC | COM | 3M | 60K | – |
EVERSOURCE ENERGY | COM | 1M | 19K | – |
EXXON MOBIL CORP | COM | 2M | 14K | – |
FIRST TR SR FLTG RATE INCOME | COM | 7M | 719K | – |
FISERV INC | COM | 6M | 40K | – |
FORTIVE CORP | COM | 237K | 3K | – |
GENERAL DYNAMICS CORP | COM | 17M | 57K | – |
GLOBAL X FDS | RBTCS ARTFL INTE | 657K | 21K | – |
GOLDMAN SACHS GROUP INC | COM | 231K | 510 | – |
GOLUB CAP BDC INC | COM | 1M | 82K | – |
HOME DEPOT INC | COM | 669K | 2K | – |
HONEYWELL INTL INC | COM | 281K | 1K | – |
ISHARES INC | CORE MSCI EMKT | 342K | 6K | – |
ISHARES TR | CORE S&P500 ETF | 4M | 7K | – |
ISHARES TR | CORE US AGGBD ET | 864K | 9K | – |
ISHARES TR | S&P 500 VAL ETF | 608K | 3K | – |
ISHARES TR | RUS MDCP VAL ETF | 239K | 2K | – |
ISHARES TR | RUS MID CAP ETF | 483K | 6K | – |
ISHARES TR | CORE S&P MCP ETF | 1M | 17K | – |
ISHARES TR | RUS 1000 VAL ETF | 507K | 3K | – |
ISHARES TR | RUS 1000 GRW ETF | 1M | 4K | – |
ISHARES TR | CORE S&P SCP ETF | 2M | 14K | – |
ISHARES TR | SHRT NAT MUN ETF | 270K | 3K | – |
ISHARES TR | NATIONAL MUN ETF | 628K | 6K | – |
ISHARES TR | USD INV GRDE ETF | 593K | 12K | – |
ISHARES TR | ISHS 1-5YR INVS | 226K | 4K | – |
ISHARES TR | SHORT TREAS BD | 2M | 17K | – |
ISHARES TR | PFD AND INCM SEC | 279K | 9K | – |
ISHARES TR | CORE MSCI EAFE | 328K | 5K | – |
ISHARES TR | CORE MSCI PAC | 650K | 11K | – |
ISHARES TR | BLACKROCK ULTRA | 10M | 202K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 6M | 109K | – |
JOHNSON & JOHNSON | COM | 2M | 12K | – |
JOHNSON CTLS INTL PLC | SHS | 13M | 198K | – |
JPMORGAN CHASE & CO. | COM | 1M | 7K | – |
KAYNE ANDERSON ENERGY INFRST | COM | 1M | 142K | – |
KINDER MORGAN INC DEL | COM | 4M | 184K | – |
KKR & CO INC | COM | 509K | 5K | – |
LENNAR CORP | CL A | 32M | 211K | – |
LOCKHEED MARTIN CORP | COM | 635K | 1K | – |
LOWES COS INC | COM | 46M | 207K | – |
MARKEL GROUP INC | COM | 243K | 154 | – |
MARSH & MCLENNAN COS INC | COM | 1M | 6K | – |
MCDONALDS CORP | COM | 302K | 1K | – |
MERCK & CO INC | COM | 6M | 51K | – |
META PLATFORMS INC | CL A | 350K | 695 | – |
MICROSOFT CORP | COM | 102M | 227K | – |
NETSCOUT SYS INC | COM | 183K | 10K | – |
NEXTERA ENERGY INC | COM | 8M | 111K | – |
NIKE INC | CL B | 226K | 3K | – |
NORFOLK SOUTHN CORP | COM | 620K | 3K | – |
NOVARTIS AG | SPONSORED ADR | 14M | 130K | – |
NUVEEN FLOATING RATE INCOME | COM | 575K | 66K | – |
NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 1M | 85K | – |
NVIDIA CORPORATION | COM | 20M | 165K | – |
ONEOK INC NEW | COM | 4M | 49K | – |
ORACLE CORP | COM | 1M | 9K | – |
OREILLY AUTOMOTIVE INC | COM | 436K | 413 | – |
PAYCHEX INC | COM | 206K | 2K | – |
PEMBINA PIPELINE CORP | COM | 4M | 97K | – |
PEPSICO INC | COM | 1M | 7K | – |
PFIZER INC | COM | 524K | 19K | – |
PHILIP MORRIS INTL INC | COM | 270K | 3K | – |
PROCTER AND GAMBLE CO | COM | 699K | 4K | – |
PUBLIC STORAGE OPER CO | COM | 7M | 25K | – |
QUALCOMM INC | COM | 446K | 2K | – |
REALTY INCOME CORP | COM | 9M | 167K | – |
RLJ LODGING TR | CUM CONV PFD A | 2M | 89K | – |
RTX CORPORATION | COM | 378K | 4K | – |
SCHWAB CHARLES CORP | COM | 13M | 175K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 233K | 2K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 202K | 895 | – |
SERVICENOW INC | COM | 347K | 441 | – |
SHELL PLC | SPON ADS | 11M | 155K | – |
SIMON PPTY GROUP INC NEW | COM | 10M | 69K | – |
SOUTHERN CO | COM | 7M | 90K | – |
SPDR SER TR | PORTFOLIO S&P500 | 328K | 5K | – |
STARWOOD PPTY TR INC | COM | 4M | 187K | – |
STRYKER CORPORATION | COM | 391K | 1K | – |
SYSCO CORP | COM | 218K | 3K | – |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 11M | 62K | – |
TEXAS INSTRS INC | COM | 407K | 2K | – |
THE CIGNA GROUP | COM | 2M | 6K | – |
THERMO FISHER SCIENTIFIC INC | COM | 10M | 19K | – |
UNITED RENTALS INC | COM | 50M | 77K | – |
UNITEDHEALTH GROUP INC | COM | 319K | 626 | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1M | 2K | – |
VANGUARD INDEX FDS | MID CAP ETF | 363K | 2K | – |
VENTAS INC | COM | 262K | 5K | – |
VERALTO CORP | COM SHS | 231K | 2K | – |
VERIZON COMMUNICATIONS INC | COM | 9M | 224K | – |
VERTEX PHARMACEUTICALS INC | COM | 27M | 57K | – |
VISA INC | COM CL A | 16M | 60K | – |
WALMART INC | COM | 846K | 12K | – |
WELLS FARGO CO NEW | PERP PFD CNV A | 4M | 4K | – |
WELLTOWER INC | COM | 2M | 17K | – |
WEYERHAEUSER CO MTN BE | COM NEW | 1M | 44K | – |
WILLIAMS SONOMA INC | COM | 28M | 99K | – |
WISDOMTREE TR | US QTLY DIV GRT | 240K | 3K | – |
XCEL ENERGY INC | COM | 2M | 37K | – |
YUM BRANDS INC | COM | 257K | 2K | – |