Edgemoor Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,285,096,728
Clients
312
Advisors
6
across 2 offices
About
Edgemoor provides discretionary portfolio management and related financial planning to high‑net‑worth individuals, retirement plans, corporations, trusts, estates, non‑profits, and a registered investment company. The firm reports managing approximately $1.515 billion in client assets across five advisors and offers financial planning services to clients as part of its advisory relationship.
The firm follows a value‑oriented, fundamental analysis process focused on long‑term capital appreciation, preservation of capital, and income generation, typically holding equity portfolios of roughly 30–35 names and income portfolios of about 20–25 holdings. Investment selection emphasizes metrics such as low price‑to‑earnings and price‑to‑book ratios, strong free cash flow, and high returns on equity, and accounts are generally managed on a discretionary basis.
What distinguishes Edgemoor from many peers is that it acts as adviser to the Meehan Focus Fund (a registered mutual fund) and makes that fund a part of its investment offerings to clients, and the firm’s disclosures note the use of advertising that includes performance results, predecessor performance, third‑party ratings, and endorsements. The firm’s scale relative to its five‑advisor team (over $1.5 billion in discretionary AUM) and its explicit reliance on published performance and outside ratings in communications are less common features for similarly sized team advisory firms.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.60% annually
Account minimum: $1,000,000
Main office
See office7250 Woodmont Avenue, Suite 315
Bethesda MD 20814
Advisors at this office
5
Offices (2)
Most active in
California · Colorado · District of Columbia · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Rhode Island · Texas · Virginia
Also doing business as
Edgemoor Capital Management Inc · Edgemoor Capital Management, Inc. · Edgemoor Investment Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Philipp B
Series 66, Series 65
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Philipp Bentley is a financial advisor at Edgemoor Investment Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Morgan Stanley and the FHLBanks Office of Finance. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services to high-net-worth individuals, retirement plans, corporations, trusts, estates, nonprofits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach focused on long-term capital appreciation, capital preservation, and income generation, managing portfolios with concentrated equity and income holdings.
Steven L
CFA®, Series 63
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Steven Larosa is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2021 and previously worked at Bank of America Private Bank from 2012 to 2021. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to construct concentrated equity and income portfolios tailored to client objectives and manages accounts on a discretionary basis.
Bryce S
CFA®
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Bryce Sistrunk Lewis is a CFA charterholder with four years of experience at Edgemoor Investment Advisors, Inc. Prior to joining Edgemoor in 2022, he worked at Morgan Stanley for five years. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm follows a value-oriented, fundamental analysis process focused on long-term capital appreciation, capital preservation, and income generation.
Gay T
CFP®, Series 63, Series 65
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Gay Truscott is a CFP® with 14 years of industry experience, currently serving as Senior Vice President at Edgemoor Investment Advisors, Inc. She has been with Edgemoor and Integrity Funds Distributor, LLC since 2011. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profits, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios intended for long-term capital preservation, appreciation, and income.
Timothy C
CFP®, Series 66
Washington, DC
Edgemoor Investment Advisors, Inc.
Timothy Coughlin is a CFP® with 25 years of industry experience, currently serving at Edgemoor Investment Advisors, Inc. since 2004. He has also been associated with Integrity Funds Distributor, Inc. since 2009. Edgemoor Investment Advisors provides discretionary investment management and financial planning services primarily to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm employs a value-oriented, fundamental analysis approach to build concentrated equity and income portfolios aimed at long-term capital preservation, appreciation, and income.
Paul M
CFA®, Series 63
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Paul Meehan is a CFA® charterholder with 19 years of industry experience. He has been with Edgemoor Investment Advisors, Inc. since 2006 and previously worked at Integrity Funds Distributor, Inc. from 2009 to 2016. Edgemoor Investment Advisors provides discretionary investment management and related services to high-net-worth individuals, retirement plans, corporations, trusts, estates, non-profit organizations, and a registered investment company. The firm follows a value-oriented, fundamental analysis approach, building concentrated equity and income portfolios designed for long-term holding, and offers financial planning at no additional charge to its advisory clients.
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