Lombard Advisers Incorporated is an SEC registered investment adviser organized as a corporation with a primary office location in Baltimore, MD. Its latest Form ADV filing, dated March 27, 2026, reports $670M in regulatory assets under management, 41 employee, 23 offices, and 1,456 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.0% of total clients.
Top client categories% of clientsClients
1
Individuals
88.0%
867
2
HNWI
7.5%
74
3
Pension Plans
2.7%
27
4
Charitable
1.5%
15
5
Corporations
0.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$670Mas of March 27, 2026
Discretionary36.6%
$245M
37% of total RAUM36.6%
Non-discretionary63.4%
$425M
63% of total RAUM63.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$670M
Total Accounts1,456
10Y AUM Change+$557M (+495.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee24:1
10Y Employee Change+3 (+7.9%)
* 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.