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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

EDGEMOOR INVESTMENT ADVISORS, INC.

CRD 109104

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9bfad248-1abd-bb17-ba9e-e293fda1baf1

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2012 to Mar 25, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.12 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.5BItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $253Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 717
Individual clients: 159
High net worth clients: 153
Custody, client assets: $310M
SEC number: 801-56945
CIK: 1313792
CRD: 109104
Filings on the tape: 28
First filed: Mar 28, 2012
Latest filed: Mar 25, 2026
Organised: Corporation, MD
Website: edgemoorinv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY CRATHORNE COUGHLIN	Certified Financial Planner	WASHINGTON, DC	22	26	1	no
PAUL PATRICK MEEHAN	Chartered Financial Analyst	BETHESDA, MD	19	23	n/a	no
GAY SHEPARD TRUSCOTT	Certified Financial Planner	BETHESDA, MD	15	15	n/a	no
STEVEN D LAROSA	Chartered Financial Analyst	BETHESDA, MD	4	25	n/a	no
PHILIPP BRIAN BENTLEY	n/a	BETHESDA, MD	1	13	1	no
Bryce Isaiah Sistrunk-Lewis	Chartered Financial Analyst	BETHESDA, MD	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MEEHAN, PAUL, PATRICK	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	yes	08/2005	Mar 25, 2026	Mar 25, 2026
MEEHAN, PAUL, PATRICK	Trustee	C	yes	12/2006	Mar 28, 2012	Aug 21, 2024
MEEHAN, SHELAGH	Trustee	C	yes	12/2006	Mar 28, 2012	Aug 21, 2024
MEEHAN, THOMAS, PATRICK	Chairman	C	yes	09/1999	Mar 28, 2012	Aug 21, 2024
LAROSA, STEVEN, D	Director	Na	no	01/2025	Mar 25, 2026	Mar 25, 2026
MEEHAN FAMILY TRUST	None	C	no	12/2006	Mar 25, 2026	Mar 25, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$1.5B	$1.5B	9	6	0	n/a	n/a
2024	Mar 28, 2025	$1.3B	$1.3B	9	6	0	n/a	n/a
2023	Mar 21, 2024	$1.2B	$1.2B	10	7	0	n/a	n/a
2022	Mar 24, 2023	$969M	$969M	10	7	0	n/a	n/a
2021	Mar 28, 2022	$1.2B	$1.2B	9	6	0	n/a	n/a
2020	Mar 26, 2021	$1.1B	$1.1B	9	6	0	n/a	n/a
2019	Mar 26, 2020	$1.1B	$1.1B	10	7	0	n/a	n/a
2018	Mar 21, 2019	$871M	$871M	10	7	0	n/a	n/a
2017	Mar 26, 2018	$949M	$949M	9	6	0	n/a	n/a
2016	Mar 30, 2017	$828M	$828M	9	6	n/a	n/a	n/a
2015	Mar 29, 2016	$757M	$757M	8	5	n/a	n/a	n/a
2014	Mar 24, 2015	$785M	$785M	8	5	n/a	n/a	n/a
2013	Mar 18, 2014	$707M	$707M	8	5	n/a	n/a	n/a
2012	Apr 1, 2013	$564M	$564M	8	5	n/a	n/a	n/a
2011	Mar 28, 2012	$506M	$506M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.5B	$1.3B	14.0%	$969M	16.1%	9	9	0	0

Relationships

Registered with (9)

← Bryce Isaiah Sistrunk-LewisAdvisorregistration: current employment
Jul 28, 2026 to presentfactForm ADV
← PHILIPP BRIAN BENTLEYAdvisorregistration: current employment
Feb 6, 2025 to presentfactForm ADV
← STEVEN D LAROSAAdvisorregistration: current employment
Apr 12, 2022 to presentfactForm ADV
← GAY SHEPARD TRUSCOTTAdvisorregistration: current employment
Jul 18, 2011 to presentfactForm ADV
← PAUL PATRICK MEEHANAdvisorregistration: current employment
Oct 23, 2006 to presentfactForm ADV
← TIMOTHY CRATHORNE COUGHLINAdvisorregistration: current employment
Jun 15, 2004 to presentfactForm ADV
← ROSS JORDAN SMYTHAdvisorregistration: previous registration
Oct 23, 2006 to Aug 19, 2021factForm ADV
← MICHAEL JAMES LEASUREAdvisorregistration: previous registration
Sep 12, 2008 to Aug 7, 2009factForm ADV
← FREEMAN NAPIER JELKSAdvisorregistration: previous registration
Sep 29, 2006 to Mar 4, 2009factForm ADV

Controls (3)

← MEEHAN, PAUL, PATRICKOwnerTRUSTEE, ownership code C, individual
Mar 28, 2012 to Aug 21, 2024factForm ADV
← MEEHAN, THOMAS, PATRICKOwnerCHAIRMAN, ownership code C, individual
Mar 28, 2012 to Aug 21, 2024factForm ADV
← MEEHAN, SHELAGHOwnerTRUSTEE, ownership code C, individual
Mar 28, 2012 to Aug 21, 2024factForm ADV

Owns (1)

← MEEHAN FAMILY TRUSTOwnerNONE, ownership code C, domestic entity
Mar 28, 2012 to Aug 21, 2024factForm ADV

Dated events

Occurred
Mar 28, 2022
Control person left
Jordan Ross Smyth (Managing Director) no longer on Schedule A of Edgemoor Investment Advisors, Inc. (listed 2021-03-26, absent 2022-03-28)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9bfad248-1abd-bb17-ba9e-e293fda1baf1
First observed: Mar 28, 2012
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EDGEMOOR INVESTMENT ADVISORS, INC.

CRD 109104

BETHESDA, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9bfad248-1abd-bb17-ba9e-e293fda1baf1

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY CRATHORNE COUGHLIN

Certified Financial Planner

WASHINGTON, DC

PAUL PATRICK MEEHAN

Chartered Financial Analyst

BETHESDA, MD

n/a

GAY SHEPARD TRUSCOTT

Certified Financial Planner

BETHESDA, MD

n/a

STEVEN D LAROSA

Chartered Financial Analyst

BETHESDA, MD

n/a

PHILIPP BRIAN BENTLEY

n/a

BETHESDA, MD

Bryce Isaiah Sistrunk-Lewis

Chartered Financial Analyst

BETHESDA, MD

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MEEHAN, PAUL, PATRICK

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

08/2005

Mar 25, 2026

MEEHAN, PAUL, PATRICK

Trustee

yes

12/2006

Mar 28, 2012

Aug 21, 2024

MEEHAN, SHELAGH

Trustee

yes

12/2006

Mar 28, 2012

Aug 21, 2024

MEEHAN, THOMAS, PATRICK

Chairman

yes

09/1999

Mar 28, 2012

Aug 21, 2024

LAROSA, STEVEN, D

Director

01/2025

Mar 25, 2026

MEEHAN FAMILY TRUST

None

12/2006

Mar 25, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$1.5B

n/a

2024

Mar 28, 2025

$1.3B

n/a

2023

Mar 21, 2024

$1.2B

n/a

2022

Mar 24, 2023

$969M

n/a

2021

Mar 28, 2022

$1.2B

n/a

2020

Mar 26, 2021

$1.1B

n/a

2019

Mar 26, 2020

$1.1B

n/a

2018

Mar 21, 2019

$871M

n/a

2017

Mar 26, 2018

$949M

n/a

2016

Mar 30, 2017

$828M

n/a

2015

Mar 29, 2016

$757M

n/a

2014

Mar 24, 2015

$785M

n/a

2013

Mar 18, 2014

$707M

n/a

2012

Apr 1, 2013

$564M

n/a

2011

Mar 28, 2012

$506M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.5B

$1.3B

14.0%

$969M

16.1%