Investment adviser · CRD 105444
THE EDGAR LOMAX COMPANY
Investment adviser filing (IA)
ALEXANDRIA, VA, United States · Form ADV filed Mar 13, 2026
- Regulatory AUM
- $1.42B Form ADV · Item 5.F
- Client accounts
- 36 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 13 | $769,518,946 | 54.0% |
| Retirement plans | 5 | $402,056,103 | 28.2% |
| Investment companies | 1 | $102,387,457 | 7.2% |
| Corporations & businesses | 5 | $72,485,853 | 5.1% |
| Charities | 5 | $56,940,531 | 4.0% |
| Individuals | 7 | $20,592,843 | 1.4% |
Filing source
Form ADV 2067347 · Mar 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 13, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
5971 KINGSTOWNE VILLAGE PARKWAY, SUITE 240ALEXANDRIA, VA, 22315, United States
CRD 105444
Filing source
Form ADV 2067347 · Mar 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.