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| Edgemoor Investment Advisors Inc
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|---|---|
| CRD # | 109104 |
| SEC # | 801-56945 |
| CIK # | 0001313792 |
| AUM | 1,515.2 M (2026-03-25) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 301-543-8881 |
| Address | 7250 Woodmont Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 86.6 | ||
| Microsoft Corp | 77.4 | ||
| Alphabet Inc | 58.6 | ||
| Broadcom Inc | 51.5 | ||
| Applied Materials Inc /DE | 51.1 | ||
| United Rentals Inc /DE | 51.1 | ||
| Lowes Companies Inc | 47.0 | ||
| Alphabet Inc | 44.4 | ||
| Amazon Com Inc | 38.0 | ||
| Williams Sonoma Inc | 31.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 167.3 |
| (b) Individuals (high net worth individuals) | 153 | 1,117.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 188.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 11.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 30.4 |
| (n) Other | 0 | 0.0 |
| Total | 717 | 1,515.2 |
| By Discretionary | ||
| Discretionary | 717 | 1,515.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 717 | 1,515.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,515.2 | |
| Total | 717 | 1,515.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001313792] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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