Edgemoor Investment Advisors, Inc.

Edgemoor Investment Advisors, Inc. is an independent investment advisory firm established in 1999 by Thomas P. Meehan, located in Bethesda, Maryland. The firm specializes in long-term capital appreciation, capital preservation, and income generation through disciplined management of value-oriented equity and income-generating portfolios. Edgemoor offers personalized investment advisory services tailored to each client's financial position and objectives, managing accounts on a discretionary basis. The firm also provides financial planning services at no additional charge. As of December 31, 2024, Edgemoor managed $1,329,105,623 on a discretionary basis with a minimum account requirement of $1,000,000, which may be negotiable. Fees are based on a percentage of assets under management, with a tiered fee structure. Edgemoor does not charge performance-based fees and serves various client types, including high-net-worth individuals, retirement plans, corporations, trusts, and non-profit organizations. The firm's investment strategies include equity and income portfolios, with a focus on fundamental analysis and value-oriented security selection. Edgemoor does not have any disciplinary history and acts as a fiduciary in the best interests of its clients.