THE Edgar Lomax Company
SEC RegisteredAbout the firm
The Edgar Lomax Company was opened for business in September 1986 as a registered investment advisor by Randall R. Eley, President and CIO. The firm is dedicated to serving institutional and high net worth clients through its separate accounts product, and retail clients through its mutual fund, the Edgar Lomax Value Fund. The firm manages approximately $1.6 billion in assets as of December 31, 2024 and is headquartered in Alexandria, Virginia.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Large-cap value equity investment management through separate accounts and the Edgar Lomax Value Fund mutual fund.
Who they serve
Institutional and high net worth clients (via separate accounts) and retail clients (via mutual fund).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $21M |
| Charitable Organizations | 5 | $402M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $10,000,000 | 1.00% |
| Next $10,000,000 | 0.75% |
| Thereafter | 0.50% |
Data as of March 13, 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. THE Edgar Lomax Company 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched