Kelman Lazarov Inc

RIASEC RegisteredEst. 1993

Total AUM

$895M

Discretionary

$895M

100% of AUM

Avg account

$592K

Accounts

1,512

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 107727
Registered since: December 7, 1993
Website: kelman-lazarov.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.39%
Individuals7.99%
Pension & Profit Sharing Plans0.49%
Charitable Organizations0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kelman Lazarov Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 1993. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals, small businesses and institutions, plus educational seminars and workshops. Its fee arrangements include assets-under-management, hourly, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds90%
Exchange Traded Equities8%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Michael Munekata
Chief Compliance OfficerCRD 5800154
Andrew Buzan
Co-Chief Investment OfficerCRD 5337819

Contacts

3 of 11

Keith Schmitt
Director of Financial Planning & Senior Financial AdvisorCRD 4931657
Lukas McCalla
Associate, Financial AdvisorCRD 7413832
Christopher Purcell
Senior Financial AdvisorCRD 6325971