EDGEMOOR INVESTMENT ADVISORS, INC.
SEC RegisteredAbout the firm
Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management and financial planning services to individuals and families, trusts, retirement plans, non-profit organizations, and foundations. They focus on long-term capital appreciation, preservation of capital, and income generation through the disciplined management of their clients' portfolios.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management through active selection of primarily individual equity and income securities with diversified, personalized portfolios; and comprehensive financial planning services provided by CFP® professionals to help clients identify financial goals, evaluate current financial position, and project future financial needs.
Who they serve
Individuals and families, trusts, retirement plans, non-profit organizations, and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 159 | $167M |
| High Net Worth Individuals | 153 | $1.1B |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $5,000,000 | 0.75% |
| Above $10,000,000 | 0.60% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EDGEMOOR INVESTMENT ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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