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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lombard Advisers Incorporated
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|---|---|
| CRD # | 108231 |
| SEC # | 801-114981 |
| CIK # | |
| AUM | $567.4 M (2025-03-27) |
| Employees | 42 (74% Investors, 81% Brokers) |
| Phone | 410-342-1300 |
| Address | 1820 Lancaster St Baltimore, MD 21231 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 841 | 227.1 |
| (b) Individuals (high net worth individuals) | 65 | 191.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 93.0 |
| (h) Charitable organizations | 15 | 55.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,377 | 567.4 |
| By Discretionary | ||
| Discretionary | 556 | 199.1 |
| Non-Discretionary | 821 | 368.4 |
| Total | 1,377 | 567.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 567.4 | |
| Total | 1,377 | 567.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |
|
Davidson Capital Management Inc
✚
|
TX | 0.6 |
|
Single Point Partners LLC
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|
MA | 0.6 |
|
Atlas Brown Inc
✚
|
KY | 0.6 |
|
Leverty Financial Group LLC
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|
WI | 0.6 |
|
Virtus ETF Advisers LLC
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|
CT | 0.6 |
|
Cogentblue Wealth Advisors LLC
✚
|
TN | 0.6 |
|
Sherrill & Hutchins Financial Advisory Inc
✚
|
GA | 0.6 |
|
Buck Wealth Strategies LLC
✚
|
CO | 0.6 |
|
WICK Capital Partners LLC
✚
|
PA | 0.6 |