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Edgar Lomax

Company Profile
Edgar Lomax is an investment advisor in Alexandria with $1.76 bn assets under management.

Company profile

Website
www.edgarlomax.com
Employees
Incorporated
Delaware
Location
Virginia
Fiscal year end
Dec 31
SEC CIK
0001013538
IRS number
470657260
SEC advisor number
801-19358
FINRA CRD number
105444
AUM ?
$1.76 bn (as of 31 Mar 22)
Accounts
40 (as of 31 Mar 22)
Employees
8 (6 investment advisory or research)
Address
Edgar Lomax
5971 KINGSTOWNE VILLAGE PARKWAY
SUITE 240
KINGSTOWNE
VA 22315
Office hours
Monday - Friday, 9:00 AM - 5:30 PM
Phone
7037190026
Brochures
  • Adv PART2 (31 Mar 22)

Ownership

Owner Title From %Ownership
Eley, Randall, Robbi President, Director 03/1983 50-75%
Flowers-smith, Felicia, Odette Director 06/1988 < 5%
Mcgaugh, Raymond, Scott Director 06/1988 5-10%
Kallish, Michael, Allen Director 01/1991 10-25%
Eley, JR., Melvin, Clyde Director 06/1988 < 5%
Murray, Thomas, Berrigan Chief Operating Officer, Chief Compliance Officer 08/2001 < 5%
Silverman, Dana, Leaman Director 05/2003 < 5%
Eley III, Melvin, Clyde Treasurer 03/2021 < 5%
Latest filings (excl ownership)
No filings
Latest ownership filings
View all
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
14 May 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
12 Aug 20
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