Paul Meehan
Edgemoor Investment Advisors · Bethesda, Maryland
Paul Meehan is a fee-only financial advisor at Edgemoor Investment Advisors in Bethesda, Maryland, who holds the CFA credential. Edgemoor Investment Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Edgemoor Investment Advisors |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.52B across 717 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 4379155 |
| Exams passed | Series 63 (2002) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.edgemoorinv.com |
| Profile |
How Paul's firm compares
- Edgemoor Investment Advisors's average account is about $2.1 million, from its Form ADV (assets managed divided by 717 accounts).
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Questions about Paul
Is Paul Meehan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Edgemoor Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Edgemoor Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Paul Meehan based?
Paul Meehan is based in Bethesda, Maryland.
What credentials does Paul Meehan hold?
Paul Meehan holds the CFA credential.
Is Paul Meehan registered with the SEC?
Yes. Paul Meehan is registered as an investment adviser representative in DC, MD and VA (CRD 4379155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Edgemoor Investment Advisors manage?
Edgemoor Investment Advisors reports $1.52B across 717 accounts in assets under management.
How do I contact Paul Meehan?
Through Paul's website, www.edgemoorinv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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