Edgar Lomax is an investment advisor in Alexandria with $1.76 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
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
5971 KINGSTOWNE VILLAGE PARKWAY
SUITE 240
KINGSTOWNE
VA 22315
Office hours
Monday - Friday, 9:00 AM - 5:30 PM
Phone
7037190026
Brochures
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
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
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