Philipp B. Bentley

EDGEMOOR INVESTMENT ADVISORS

Bethesda, MD 20814

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CRD#: 6257615

Professional summary

Philipp Brian Bentley is a registered financial advisor currently at EDGEMOOR INVESTMENT ADVISORS, INC. located in Bethesda, Maryland.

Philipp is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Philipp has worked at 2 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philipp Brian Bentley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 6, 2025 - Present

EDGEMOOR INVESTMENT ADVISORS, INC.

Office #1: 7250 Woodmont Avenue Suite 315, Bethesda, MD 20814

RIA

CRD#: 109104

Bethesda, MD

Past

March 14, 2014 - February 17, 2017

MORGAN STANLEY

RIA

CRD#: 149777

POTOMAC, MD

Past

November 7, 2013 - February 17, 2017

MORGAN STANLEY

CRD#: 149777

POTOMAC, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EDGEMOOR INVESTMENT ADVISORS, INC.

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

CRD#: 109104 / SEC#: 801-56945

RIA

Registered Investment Advisory firm - (10/25/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(2/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/6/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/14/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2013

General Securities Representative Examination

Current Firm

EDGEMOOR INVESTMENT ADVISORS, INC.

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

CRD#: 109104 / SEC#: 801-56945

RIA

Registered Investment Advisory firm - (10/25/1999 Approved)

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Contact information

Main Address

7250 Woodmont Avenue Suite 315, Bethesda, MD 20814

Mailing Address

Phone number

(301) 543-8881

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EDGEMOOR BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	702
AUM (Assets Under Management)	$ 1,329,105,623

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Philipp B. Bentley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philipp Brian Bentley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

EDGEMOOR INVESTMENT ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2025

Series 66

Date: 3/14/2014

SIE

Date: 2/17/2017

Series 7

Date: 11/7/2013

Current Firm

EDGEMOOR INVESTMENT ADVISORS, INC.

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGEMOOR INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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