Kelman Lazarov Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 31, 2026, reports $895M in regulatory assets under management, 17 employees, and 1,512 accounts.
Assets Under Management
$895M
Employees
17
Offices
--
Total Clients
579
Primary office
MEMPHIS, TN
5100 POPLAR AVE, STE 2805, MEMPHIS, TN, United States
Top client segmentHNWI represent 55.8% of total clients.
Top client categories% of clientsClients
1
HNWI
55.8%
323
2
Individuals
43.4%
251
3
Pension Plans
0.5%
3
4
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$895Mas of March 31, 2026
Discretionary100.0%
$895M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$895M
Total Accounts1,512
10Y AUM Change+$544M (+155.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee34:1
10Y Employee Change+1 (+6.3%)
* 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.