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Edgemoor Investment Advisors, Inc.
Edgemoor Investment Advisors, Inc. is a SEC-registered, independent investment advisory and wealth management firm headquartered in Bethesda, Maryland. Founded in 1999, it provides investment management and financial planning services primarily to individuals, families—including high net worth individuals—as well as select institutions and charitable organizations. The firm manages over $1.1 billion in client assets as of Q2 2025 and employs approximately 10 professionals. Edgemoor is privately owned by its founders and the Meehan Family Trust, serving clients with tailored portfolio strategies and a disciplined, value-oriented investment approach.
Investment Strategy
Edgemoor Investment Advisors focuses on long-term capital appreciation, capital preservation, and income generation through disciplined, value-oriented management of diversified equity and income-generating portfolios. The firm delivers personalized advisory services, beginning with a thorough review of each client’s investment objectives and developing a tailored asset allocation strategy. Portfolios typically contain both equities and income-focused assets, and are adjusted regularly to align with clients’ evolving goals and risk tolerances. Edgemoor manages accounts primarily on a discretionary basis but may consider non-discretionary management in special cases.
Latest 13F Filing Activity
Edgemoor Investment Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 170 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp., Broadcom Inc., Nvidia Corporation among other positions. Edgemoor Investment Advisors, Inc. reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Lowes Cos Inc. among others.
Top Holdings
Equity Positions (170)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.06% | $105.0M | 210,998 | $27.09 | $497.41 | +$24.0M |
| BERKSHIRE HATHAWAY INC DEL | 6.46% | $74.8M | 154,068 | $107.52 | $485.77 | -$9.6M | |
A AAPL | APPLE INC | 6.19% | $71.7M | 349,630 | $17.94 | $205.17 | -$8.4M |
U URI | UNITED RENTALS INC | 4.66% | $54.0M | 71,645 | $76.96 | $753.40 | +$7.8M |
A AVGO | BROADCOM INC | 4.05% | $46.9M | 170,098 | $27.52 | $275.65 | +$17.7M |
Industry Allocation
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