# Edgemoor Investment Advisors

Edgemoor Investment Advisors is a Bank / Wealth / Trust based in Bethesda, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** www.edgemoorinv.com
- **LinkedIn:** https://www.linkedin.com/company/edgemoor-investment-advisors

## Regulatory record

- **CRD number:** 109104
- **SEC file number:** 801-56945
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109104

## About

Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management services to individuals, retirement plans, trusts, non-profit organizations, and foundations. The firm focuses on long-term capital appreciation, preservation of capital, and income through disciplined management of value-oriented equity and income-generating portfolios.

## Questions

### Who runs investment decisions at Edgemoor?

Edgemoor is structured around a small partnership of senior advisors, each of whom directly manages client portfolios and sits on the investment committee. The firm's leadership roster and specific decision-making hierarchy are not publicly detailed, reflecting a private-partnership model where the named principals on the advisory team are also the investment decision-makers for their respective client relationships.

### How does Edgemoor construct its equity portfolios?

The firm emphasizes direct ownership of individual, dividend-paying large-cap U.S. equities rather than using third-party mutual funds or ETFs as primary building blocks. This approach allows for tax-loss harvesting, avoidance of embedded capital gains distributions, and a concentrated exposure aligned with the firm's capital-preservation ethos. Portfolios tend to avoid speculative growth names in favor of established cash-flow-generating companies.

### Is Edgemoor affiliated with a larger bank or financial institution?

No. Edgemoor Investment Advisors is independently owned and operated, without a parent banking entity, insurance company, or third-party financial conglomerate. This independence means the firm does not earn distribution fees, underwriting revenue, or proprietary product incentives — a structural feature that removes the product-push dynamics sometimes present in bank-affiliated trust departments.

### What does Edgemoor's client base look like?

The firm serves a concentrated number of high-net-worth individuals, families, trusts, and small institutional clients, predominantly located in the Washington, D.C. metropolitan corridor. The client profile skews toward professionals with accumulated career wealth, retirees with tax-sensitive income needs, and fiduciary-directed accounts — rather than start-up founders or sudden-liquidity tech wealth.

## Related profiles

- [Edgemere Capital](https://altss.com/profile/edgemere-capital)
- [EdgePoint Wealth Management](https://altss.com/profile/edgepoint-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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