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

Identifiers

SEC RIA File Number 801-56945
SEC ERA File Number 801-56945
SEC CIK Numbers 1313792
SEC CRD Numbers 109104
Legal Entity Identifier None

Principal Office

7250 WOODMONT AVENUE
SUITE 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
(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

1050201920202021202220232024202510 on 10/1/201910 on 3/26/202010 on 6/8/202010 on 6/23/202010 on 7/29/20209 on 3/26/20219 on 3/28/202210 on 3/24/202310 on 3/21/2024

RAUM, Historic

2B1B02019202020212022202320242025871212281 on 10/1/20191066989964 on 3/26/20201066989964 on 6/8/20201066989964 on 6/23/20201066989964 on 7/29/20201101520202 on 3/26/20211150111173 on 3/28/2022969415393 on 3/24/20231179897525 on 3/21/2024

No. Clients, Historic

40020002019202020212022202320242025378 on 10/1/2019381 on 3/26/2020381 on 6/8/2020381 on 6/23/2020381 on 7/29/2020382 on 3/26/2021313 on 3/28/2022316 on 3/24/2023316 on 3/21/2024

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