Edgemoor Investment Advisors, Inc.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 321
- Avg AUM / client
- $4.7M
- Accounts
- 717
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 159 | $167M | 11.0% |
| High net worth individuals | 153 | $1.1B | 73.8% |
| Investment companies | 1 | $188M | 12.4% |
| Charitable organizations | 5 | $11.7M | 0.77% |
| Corporations and other businesses | 3 | $30.4M | 2.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dentons Us Llp Profit Sharing Plan Dentons Us Llp | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Meehan, Thomas, Patrick | Chairman | Sep 1999 (27y) | 25% – 50% | |
| Paul Patrick Meehan | President, Chief Compliance Officer | CFA | Aug 2005 (21y) | 25% – 50% |
| Meehan, Shelagh | Trustee | Dec 2006 (20y) | ≈ 6.25% – 25% via Meehan Family Trust | |
| Timothy Crathorne Coughlin | Registered representative | CFP | Jun 2004 (22y) | |
| Gay Shepard Truscott | Registered representative | CFP | Jul 2011 (15y) | |
| Steven D Larosa | Registered representative | CFA | Apr 2022 (4y) | |
| Philipp Brian Bentley | Registered representative | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meehan Family Trust | None | Dec 2006 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Meehan, Shelagh: 25% – 50% of Meehan Family Trust × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dentons Us Llp Profit Sharing Plan | Dentons Us Llp | 1,434 | $999M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $987M (65% of AUM) Mar 2026
- Fidelity Brokerage Services $348M (23% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗