EDGEMOOR INVESTMENT ADVISORS, INC.

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Edgemoor Investment Advisors is based out of Bethesda. Edgemoor Investment Advisors is a large advisory firm with 378 clients and discretionary assets under management (AUM) of $871,212,281 (Form ADV from 2019-10-01). Their last reported 13F filing for Q3 2019 included $809,247,000 in managed 13F securities and a top 10 holdings concentration of 33.55%. Edgemoor Investment Advisors's largest holding is Microsoft Corp. with shares held of 337,138. Edgemoor Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 63 13F filings

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67

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $809.247 Million
  • Prior Market Value $792.103 Million
  • New Purchases5 stocks
  • Additional Purchases30 stocks
  • Sold out of11 stocks
  • Reduced holdings in55 stocks
  • Top 10 Holdings % 33.55 %
  • Turnover % [1]:12.21%
  • Turnover Alt % [2]: 3.77 %
  • Time Held Top20:17.00 quarters
  • Time Held Top10:17.00 quarters
  • Time Held All:21.81 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 11.11%
Performance Last 4 Quarters: 15.34%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR/A (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

EDGEMOOR INVESTMENT ADVISORS, INC.
7250 WOODMONT AVENUE SUITE 315
BETHESDA MD    20814
Country: United States

Business Phone: 301-543-8881
Fax: 301-543-8358
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MD
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 145,772,000
Total Number of Clients: 378
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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EDGEMOOR INVESTMENT ADVISORS, INC.

ownership team - last updated 2019-03-21
Name Title Start Date Direct/Indirect % Ownership
MEEHAN, PAUL, PATRICK MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER 08/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDGEMOOR INVESTMENT ADVISORS, INC. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2005-08-01
EDGEMOOR INVESTMENT ADVISORS, INC. TRUSTEE indirect 2006-12-01
EDGEMOOR CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2002-12-01 2004-07-20
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 1999-09-01 2005-01-25
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 2005-01-01 2005-07-12
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2005-08-01 2005-11-09
MEEHAN, THOMAS, PATRICK PRESIDENT 09/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
EDGEMOOR INVESTMENT ADVISORS, INC. PRESIDENT direct 1999-09-01
SMYTH, ROSS, JORDAN MANAGING DIRECTOR 01/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 2003-04-01
EDGEMOOR CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2003-04-01
EDGEMOOR INVESTMENT ADVISORS, INC. MANAGING DIRECTOR direct 2005-01-01
MEEHAN FAMILY TRUST NONE 12/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC NONE direct 2006-12-01
EDGEMOOR INVESTMENT ADVISORS, INC. SHAREHOLDER indirect 2006-12-01
MEEHAN FAMILY TRUST SHAREHOLDER EDGEMOOR INVESTMENT ADVISORS, INC. 12/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC NONE direct 2006-12-01
EDGEMOOR INVESTMENT ADVISORS, INC. SHAREHOLDER indirect 2006-12-01
MEEHAN, PAUL, PATRICK TRUSTEE MEEHAN FAMILY TRUST 12/01/2006 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
EDGEMOOR INVESTMENT ADVISORS, INC. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2005-08-01
EDGEMOOR INVESTMENT ADVISORS, INC. TRUSTEE indirect 2006-12-01
EDGEMOOR CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2002-12-01 2004-07-20
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 1999-09-01 2005-01-25
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 2005-01-01 2005-07-12
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2005-08-01 2005-11-09
SMYTH, SHELAGH, MEEHAN TRUSTEE MEEHAN FAMILY TRUST 12/01/2006 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC NONE direct 2006-12-01
EDGEMOOR INVESTMENT ADVISORS, INC. TRUSTEE indirect 2006-12-01

EDGEMOOR INVESTMENT ADVISORS, INC.

ownership team - last updated 2017-03-30
Name Title Start Date Direct/Indirect % Ownership
MEEHAN, THOMAS, PATRICK PRESIDENT 09/01/1999 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
EDGEMOOR INVESTMENT ADVISORS, INC. PRESIDENT direct 1999-09-01
MEEHAN, PAUL, PATRICK MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER 08/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDGEMOOR INVESTMENT ADVISORS, INC. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2005-08-01
EDGEMOOR INVESTMENT ADVISORS, INC. TRUSTEE indirect 2006-12-01
EDGEMOOR CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2002-12-01 2004-07-20
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 1999-09-01 2005-01-25
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 2005-01-01 2005-07-12
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2005-08-01 2005-11-09
SMYTH, ROSS, JORDAN MANAGING DIRECTOR 01/01/2005 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 2003-04-01
EDGEMOOR CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2003-04-01
EDGEMOOR INVESTMENT ADVISORS, INC. MANAGING DIRECTOR direct 2005-01-01
SMYTH, SHELAGH, MEEHAN NONE 12/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC NONE direct 2006-12-01
EDGEMOOR INVESTMENT ADVISORS, INC. TRUSTEE indirect 2006-12-01
MEEHAN FAMILY TRUST NONE 12/01/2006 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC NONE direct 2006-12-01
EDGEMOOR INVESTMENT ADVISORS, INC. SHAREHOLDER indirect 2006-12-01
MEEHAN FAMILY TRUST SHAREHOLDER EDGEMOOR INVESTMENT ADVISORS, INC. 12/01/2006 Indirect Other
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC NONE direct 2006-12-01
EDGEMOOR INVESTMENT ADVISORS, INC. SHAREHOLDER indirect 2006-12-01
MEEHAN, PAUL, PATRICK TRUSTEE MEEHAN FAMILY TRUST 12/01/2006 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
EDGEMOOR INVESTMENT ADVISORS, INC. MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2005-08-01
EDGEMOOR INVESTMENT ADVISORS, INC. TRUSTEE indirect 2006-12-01
EDGEMOOR CAPITAL MANAGEMENT INC VICE PRESIDENT direct 2002-12-01 2004-07-20
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 1999-09-01 2005-01-25
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR direct 2005-01-01 2005-07-12
EDGEMOOR CAPITAL MANAGEMENT INC DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2005-08-01 2005-11-09
SMYTH, SHELAGH, MEEHAN TRUSTEE MEEHAN FAMILY TRUST 12/01/2006 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
EDGEMOOR CAPITAL MANAGEMENT INC NONE direct 2006-12-01
EDGEMOOR INVESTMENT ADVISORS, INC. TRUSTEE indirect 2006-12-01

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