Lehrer Financial & Economic Advisory Services is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Houston, TX. Its latest Form ADV filing, dated February 25, 2026, reports $286M in regulatory assets under management, 1 employee, 1 office, and 9 accounts.
Assets Under Management
$286M
Employees
1
Offices
1 office
Total Clients
9
Primary office
HOUSTON, TX
5555 DEL MONTE DRIVE, SUITE 802, HOUSTON, TX, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$286Mas of February 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$286M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$286M
Total Accounts9
10Y AUM Change+$286M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee9:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.