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EDGEMOOR INVESTMENT ADVISORS, INC.

BETHESDA, MD · CRD 109104 · IAPD ↗ · edgemoorinv.com · 301-543-8881

$1.52BRegulatory AUM
6Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2024 — EDGEMOOR INVESTMENT ADVISORS, INC. crossed $1B in regulatory AUM ($969.4M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.