Washington, DC Office

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.