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Edgar Lomax

Edgar Lomax is an investment advisor in Alexandria with $1.55B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
470657260
SEC advisor number
801-19358
FINRA CRD number
105444
AUM ?
$1.55B (as of 31 Mar 21)
Accounts
42 (as of 31 Mar 21)
Employees
7 (7 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
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%

Investment data

Data from SEC filings
Top 50 of 61 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$86.56M 1.4M 1.43M -2.3
$78.54M 925.55K 941.34K -1.7
$68.2M 535.67K 546.58K -2.0
$66.7M 1.23M 1.25M -1.9
$62.86M 1.07M 1.09M -1.9
$60.98M 601.1K 612.47K -1.9
$59.91M 1.27M 1.3M -1.8
$50.04M 255.24K 259.45K -1.6
$47.86M 886.05K 894.67K -1.0
$42.49M 879.07K 897.11K -2.0
$42.35M 563.9K 569.53K -1.0
$42.11M 802.52K 817.88K -1.9
$39.36M 100.72K 102.85K -2.1
$36.57M 1.35M 1.37M -1.2
$36.12M 223.62K 225.83K -1.0
$35.74M 257.22K 262.37K -2.0
$33.97M 173.32K 176.05K -1.6
$33.25M 773.08K 788.54K -2.0
$32.57M 185.69K 189.17K -1.8
$30.7M 219.57K 221.68K -0.9
$30.57M 80.88K 82.43K -1.9
$30.22M 280.13K 283.66K -1.2
$29.97M 140.92K 142.3K -1.0
$29.54M 211.91K 214.04K -1.0
$28.75M 330.01K 336.57K -1.9
$26.34M 80.25K 81.8K -1.9
$24.55M 251.59K 255.57K -1.6
$24.15M 149.11K 152.11K -2.0
$23.24M 374.99K 382.65K -2.0
$23.13M 245.5K 250.33K -1.9
$22.77M 407.1K 414.96K -1.9
$17.27M 89.86K 91.34K -1.6
$16.31M 167.65K 170.88K -1.9
$16.12M 277.14K 282.69K -2.0
$15.8M 296.56K 301.87K -1.8
$14.93M 65.26K 66.51K -1.9
$14.53M 71.65K 72.42K -1.1
$14.34M 110.32K 112.52K -2.0
$14.33M 182.49K 184.35K -1.0
$13.63M 248.39K 253.29K -1.9
$13.34M 15.9K 16.13K -1.4
$13.07M 192.84K 196.57K -1.9
$11.97M 201.42K 205.4K -1.9
$11.49M 221.7K 225.98K -1.9
$11.27M 161.34K 164.29K -1.8
$10.69M 152.35K 155.5K -2.0
$9.75M 169.44K 172.72K -1.9
$9.44M 563.95K 575.06K -1.9
$8.97M 151.57K 154.52K -1.9
$8.88M 25.72K 26.2K -1.8
Holdings list only includes long positions. Only includes long positions.

Calendar

6 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings