Edgemoor Investment Advisors, Inc.

Edgemoor Investment Advisors, Inc. (CRD# 109104) is a financial advisory firm headquartered in Bethesda, MD. They manage $756,610,774 in 788 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    757
    MILLION
  • Total Number of Accounts
    788
    ACCOUNTS
  • Average Account Value
    $960,166
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NC, NJ, NY, RI, TX, VA

Financial Advisors at Edgemoor Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Timothy C. Coughlin
CRD#: 2791049
1900 M Street, Nw, Suite 600, Washington, DC 20036
96
Wealthminder
score

Timothy Coughlin (CRD# 2791049) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Washington, DC and has over 16 years of experience in the finance industry. Timothy Coughlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul P. Meehan
CRD#: 4379155
7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814
96
Wealthminder
score

Paul Meehan (CRD# 4379155) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Bethesda, MD and has over 14 years of experience in the finance industry.

3
Ross J. Smyth
CRD#: 1881818
7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814
96
Wealthminder
score

Ross Smyth (CRD# 1881818) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Bethesda, MD and has over 13 years of experience in the finance industry.

4
Thomas P. Meehan
CRD#: 4051650
1900 M Street, Nw, Suite 600, Washington, DC 20036
93
Wealthminder
score

Thomas Meehan (CRD# 4051650) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Washington, DC and has over 17 years of experience in the finance industry.

5
Gay S. Truscott
CRD#: 5948202
7250 Woodmont Avenue, Suite 315, Bethesda, MD 20814
93
Wealthminder
score

Gay Truscott (CRD# 5948202) is an Investment Advisor Representative working at Edgemoor Investment Advisors, Inc. in Bethesda, MD and has over 5 years of experience in the finance industry. Gay Truscott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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