9AT: EDGEMOOR INVESTMENT ADVISORS, INC.

Adviser Profile

As of Date	03/25/2026
Registration	SEC, Approved, 10/25/1999
ADV Location	BETHESDA, MD, United States
Contact Info	301 xxxxxxx
Websites

AUM^*	1,515,154,666 28%
of that, discretionary	1,515,154,666 28%
Number of Employees	9 -10%
of those in investment advisory functions	6 -14%
Private Fund GAV^*	0
Avg Account Size	2,113,186 34%
% High Net Worth	47.66% 12%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CANTOR FITZGERALD INVESTMENT ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund13.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.3b	Total Private Fund GAV1.3b	AUM3.2b	#Funds4
Adviser SOUNDPATH INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM746.8m	#Funds-
Adviser FIRST NATIONAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.4b	#Funds-
Adviser WAVERLY ADVISORS, LLC	Hedge Fund178.2k	Liquidity Fund-	Private Equity Fund1.5b	Real Estate Fund236.4m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund202.0m	Total Private Fund GAV2.0b	AUM29.8b	#Funds24
Adviser EARNED WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.1b	#Funds-
Adviser ZURAW FINANCIAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM519.9m	#Funds-
Adviser GILDER GAGNON HOWE & CO. LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM12.1b	#Funds-
Adviser THE FIDUCIARY GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.0b	#Funds-
Adviser MEDIQUS ASSET ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser MOLER CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM203.8m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker037833100	Stock NameAPPLE INC	$ Position$86,631,353	% Position7.00%	$ Change-7.00%	# Change0.00%
Stck Ticker084670702	Stock NameBERKSHIRE HATHAWAY INC DEL	$ Position$72,418,308	% Position6.00%	$ Change-4.00%	# Change0.00%
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$77,414,922	% Position6.00%	$ Change-23.00%	# Change1.00%
Stck Ticker02079K107	Stock NameALPHABET INC	$ Position$58,605,073	% Position5.00%	$ Change-10.00%	# Change-1.00%
Stck Ticker038222105	Stock NameAPPLIED MATLS INC	$ Position$51,109,099	% Position4.00%	$ Change33.00%	# Change0.00%
Stck Ticker11135F101	Stock NameBROADCOM INC	$ Position$51,464,132	% Position4.00%	$ Change-10.00%	# Change0.00%
Stck Ticker548661107	Stock NameLOWES COS INC	$ Position$46,970,117	% Position4.00%	$ Change-2.00%	# Change0.00%
Stck Ticker911363109	Stock NameUNITED RENTALS INC	$ Position$51,082,984	% Position4.00%	$ Change-10.00%	# Change0.00%
Stck Ticker02079K305	Stock NameALPHABET INC	$ Position$44,388,418	% Position3.00%	$ Change-7.00%	# Change1.00%
Stck Ticker023135106	Stock NameAMAZON COM INC	$ Position$38,021,357	% Position3.00%	$ Change-9.00%	# Change1.00%

Brochure Summary

Overview

Firm Description Edgemoor Investment Advisors (Edgemoor, or firm, us, we, our) was founded in 1999 by President Thomas P. Meehan. Edgemoor is a SEC-registered independent investment advisory firm located in Bethesda, Maryland. The firm focuses on long-term capital appreciation, preservation of capital, and income through disciplined management of value-oriented equity and income-generating portfolios. Principal Owners The principal owners of Edgemoor are Thomas P. Meehan, Paul P. Meehan and the Meehan Family Trust. Investment Advisory Services Edgemoor provides personalized investment advisory services beginning with a comprehensive review of each client’s investment objectives and financial position. We work closely with each client to develop and implement an asset allocation strategy tailored to the client’s specific situation and investment goals. We then construct an appropriate portfolio, typically including equities and income-generating investments. Once established, portfolios are subject to regular review to ensure they continue to serve our clients’ needs. Edgemoor manages accounts on a discretionary basis but may consider managing non- discretionary accounts in special circumstances. We also

identify investment restrictions or other limitations the client would like to place on our discretionary authority (if any). Equity Mutual Fund Edgemoor serves as investment adviser to the Meehan Focus Fund (MEFOX), a mutual fund created by Edgemoor. The Fund seeks long-term capital appreciation by investing primarily in common stocks of U.S. companies, American Depository Receipts of foreign companies, and domestic and international exchange traded funds. Financial Planning Services As part of its overall services, Edgemoor also offers its clients, at no additional charge to its investment advisory services, financial planning services for those who want them. Financial planning involves the collection and examination of comprehensive information about the client’s current financial position, including assets and income, insurance coverage (including life, health, long-term care, and liability), and life end Edgemoor Investment Advisors, Inc. Page 5 documents. A written report is generally prepared with forecasts of future assets and income. Edgemoor does not offer financial planning services to non-clients. Client Assets As of December 31, 2023, Edgemoor was managing $1,179,897,525 on a discretionary basis.

EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR CAPITAL MANAGEMENT INC

EDGEMOOR CAPITAL MANAGEMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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EDGEMOOR INVESTMENT ADVISORS, INC. EDGEMOOR INVESTMENT ADVISORS, INC. EDGEMOOR CAPITAL MANAGEMENT INC EDGEMOOR CAPITAL MANAGEMENT, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR CAPITAL MANAGEMENT INC

EDGEMOOR CAPITAL MANAGEMENT, INC.