Bethesda, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Edgemoor Investment Advisors, Inc.
Team
Firm-wide stats for Edgemoor Investment Advisors, Inc.
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.
Based on Edgemoor Investment Advisors, Inc.
Expertise
Based on Edgemoor Investment Advisors, Inc.
Location
7250 Woodmont Avenue, Suite 315
Bethesda MD 20814
Advisors at this office
5
Advisors at this office
Philipp B
Series 65, Series 66
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Philipp Bentley is a financial advisor at Edgemoor Investment Advisors, Inc. with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at FHLBanks Office of Finance and Morgan Stanley. Edgemoor Investment Advisors provides discretionary portfolio management and financial planning services 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 focused on long-term capital appreciation, preservation of capital, and income generation, and it acts as adviser to the Meehan Focus Fund.
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.
Paul M
CFA®, Series 63
Bethesda, MD
Edgemoor Investment Advisors, Inc.
Paul Meehan is a CFA® charterholder with 20 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 portfolio management and financial planning services 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 approach focused on long-term capital appreciation, capital preservation, and income generation, managing approximately $1.5 billion in client assets across a six-advisor team.
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