AdvisorRanked
100
Clean

THE EDGAR LOMAX COMPANY

5971 KINGSTOWNE VILLAGE PARKWAY, ALEXANDRIA, VA 22315
Fiduciaryfee-onlySEC Registered
703-719-0026 HTTPS://WWW.EDGARLOMAX.COM CRD #105444
$1.4B
Assets Managed
7
Clients
8
Employees
43
Years Active
since 1983

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46094. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 43 years.

Firm Details

Legal NameTHE EDGAR LOMAX COMPANY
CRD Number#105444
SEC RegisteredYes
Registration Date1983-07-28
States RegisteredVA
Assets Under Management$1.4B
Number of Clients7
Employees8
Compensation Typefee-only
Last ADV Filing46094

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Frequently Asked Questions

Is THE EDGAR LOMAX COMPANY a fiduciary?

Yes. THE EDGAR LOMAX COMPANY is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does THE EDGAR LOMAX COMPANY charge clients?

THE EDGAR LOMAX COMPANY uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does THE EDGAR LOMAX COMPANY have any complaints?

No. THE EDGAR LOMAX COMPANY has zero complaints or disciplinary actions on file with the SEC or FINRA across 43 years of operation.

How does THE EDGAR LOMAX COMPANY compare to other advisors in ALEXANDRIA?

THE EDGAR LOMAX COMPANY has a Red Flag Score of 100/100. There are 18 registered advisory firms in ALEXANDRIA. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46094. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.