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Edgemoor Investment Advisors Employee Directory

Investment ManagementMaryland, United States2-10 Employees

Edgemoor Investment Advisors, Inc. is a small independent wealth management firm based in Bethesda, Maryland. It provides investment management services to individuals, retirement plans, trusts, non-profit organizations, and foundations, pursuing long-term capital appreciation, capital preservation, and income through value-oriented equity and income-generating portfolios. As an independent investment adviser registered under the Investment Advisers Act of 1940, the firm notes that registration does not imply a specific level of skill, and more details about its investment strategies, fees, and objectives are available in its ADV Part 2 upon request. The firm has earned recognition through industry awards for its Meehan Focus Fund, including a fourth LSEG Lipper Award in 2026 and prior honors in 2025. It has also appeared on CNBC's Financial Advisor 100 lists, ranking No. 14 in 2024 and No. 17 in 2025. These accolades reflect ongoing visibility within the investment advisory landscape.

Find Edgemoor Investment Advisors employees' phone numbers or email addresses

Edgemoor Investment Advisors Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Edgemoor Investment Advisors's Leadership

  • Stylized image of a person
    R. B.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. B.
    Senior Investment Analyst
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Phone icon
    Mobile Phone

Edgemoor Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Edgemoor Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. B.
    Portfolio Manager
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    P. B.
    Senior Investment Analyst
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    S. P.
    Phone icon
    Mobile Phone
    Jul 09, 2024

Frequently Asked Questions

What is Edgemoor Investment Advisors known for?

Minus sign iconPlus sign iconEdgemoor Investment Advisors was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-301-543-****
. Explore Edgemoor Investment Advisors's company overview page for more information.

What is Edgemoor Investment Advisors's most common email format?

Minus sign iconPlus sign iconEdgemoor Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Edgemoor Investment Advisors email formats with LeadIQ.

How many employees does Edgemoor Investment Advisors have currently?

Minus sign iconPlus sign iconEdgemoor Investment Advisors has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Edgemoor Investment Advisors's key employees and leadership?

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As of July 2026, Edgemoor Investment Advisors's key employees include:

  • Portfolio Manager: R. B.
  • Senior Investment Analyst: P. B.
  • : S. P.

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