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| Keyboard |
| Lombard Advisers Incorporated
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|---|---|
| CRD # | 108231 |
| SEC # | 801-114981 |
| CIK # | |
| AUM | 669.8 M (2026-03-27) |
| Employees | 41 (73% Investors, 78% Brokers) |
| Phone | 410-342-1300 |
| Address | 1820 Lancaster St Baltimore, MD 21231 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 867 | 356.8 |
| (b) Individuals (high net worth individuals) | 74 | 154.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 27 | 95.4 |
| (h) Charitable organizations | 15 | 62.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,456 | 669.8 |
| By Discretionary | ||
| Discretionary | 640 | 245.3 |
| Non-Discretionary | 816 | 424.6 |
| Total | 1,456 | 669.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 669.8 | |
| Total | 1,456 | 669.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pinnacle Financial Group LLC
✚
|
IL | 672.7 M |
|
Firethorn Wealth Partners LLC
✚
|
GA | 671.9 M |
|
Presilium Private Wealth LLC
✚
|
PA | 671.7 M |
|
ABS Legacy Partners LLC
✚
|
NC | 670.8 M |
|
Havenshare Financial LLC
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|
670.5 M | |
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 668.6 M |
|
Wealth Care LLC
✚
|
668.6 M | |
|
The Oak Ridge Financial Services Group Inc
✚
|
MN | 668.6 M |
|
Oakwell Private Wealth Management LLC
✚
|
TX | 668.1 M |
|
Veridan Wealth LLC
✚
|
OR | 667.2 M |