Gay Shepard Truscott
Investment adviser representative at Edgemoor Investment Advisors, Inc.
15 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Integrity Funds Distributor, LLCAug 2011 to now
- Edgemoor Investment Advisors, Inc.Jan 2011 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
Edgemoor Investment Advisors, Inc.
$1.5BAssets managed
321Clients
6Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5948202
- Firm CRD
- 109104