Lafayette Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ashton, MD. Its latest Form ADV filing, dated April 1, 2026, reports $943M in regulatory assets under management, 7 employees, and 611 accounts.
Assets Under Management
$943M
Employees
7
Offices
--
Total Clients
245
Primary office
ASHTON, MD
17830 NEW HAMPSHIRE AVENUE, SUITE 201, ASHTON, MD, United States
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 segmentHNWI represent 66.9% of total clients.
Top client categories% of clientsClients
1
HNWI
66.9%
164
2
Individuals
31.0%
76
3
Corporations
2.0%
5
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$943Mas of April 1, 2026
Discretionary100.0%
$943M
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$943M
Total Accounts611
10Y AUM Change+$534M (+130.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee35:1
10Y Employee Change-3 (-30.0%)
* 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.