|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Edgemoor Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 109104 |
| SEC # | 801-56945 |
| CIK # | 0001313792 |
| AUM | $1.3 B (2025-03-28) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 301-543-8881 |
| Address | 7250 Woodmont Avenue Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 105.0 | ||
| Apple Inc | 71.7 | ||
| United Rentals Inc /DE | 54.0 | ||
| Broadcom Inc | 46.9 | ||
| Lowes Companies Inc | 44.3 | ||
| Amazon Com Inc | 39.6 | ||
| Alphabet Inc | 38.4 | ||
| Williams Sonoma Inc | 29.3 | ||
| Applied Materials Inc /DE | 27.5 | ||
| Alphabet Inc | 27.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 169.5 |
| (b) Individuals (high net worth individuals) | 142 | 943.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 153.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 36.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 25.8 |
| (n) Other | 0 | 0.0 |
| Total | 702 | 1,329.1 |
| By Discretionary | ||
| Discretionary | 702 | 1,329.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 702 | 1,329.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,329.1 | |
| Total | 702 | 1,329.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001313792] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
New Advisory Services LLC
✚
|
WI | 1.3 |
|
Austin Private Wealth LLC
✚
|
TX | 1.3 |
|
Compass ION Advisors LLC
✚
|
PA | 1.3 |
|
Adamo Capital Family Office LLC
✚
|
FL | 1.3 |
|
Serenus Wealth Advisors LLC
✚
|
CA | 1.3 |
|
Ascent Wealth Partners LLC
✚
|
NY | 1.3 |
|
Thrive Wealth Management LLC
✚
|
PA | 1.3 |
|
MJP Associates Inc
✚
|
CT | 1.3 |
|
CCM Investment Advisers LLC
✚
|
SC | 1.3 |
|
Legacy Capital Wealth Partners LLC
✚
|
AR | 1.3 |