Goldman Lancaster, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Long Beach, CA. Its latest Form ADV filing, dated April 29, 2026, reports $361M in regulatory assets under management, 5 employees, and 752 accounts.
Assets Under Management
$361M
Employees
5
Offices
--
Total Clients
392
Primary office
LONG BEACH, CA
301 EAST OCEAN BLVD., SUITE 1150, LONG BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
296
2
HNWI
21.4%
84
3
3(21) QP PLAN CLIENTS
2.6%
10
4
Pension Plans
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$361Mas of April 29, 2026
Discretionary93.2%
$336M
93% of total RAUM93.2%
Non-discretionary6.8%
$24M
7% of total RAUM6.8%
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$361M
Total Accounts752
10Y AUM Change+$193M (+114.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee78:1
10Y Employee Change+2 (+66.7%)
* 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.