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 that has been SEC-registered since 1993 and is owned by an individual. The firm serves a mix of high-net-worth individuals, families and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars. Its fee arrangements include asset-based fees, hourly billing and fixed fees. The firm does not position itself as an ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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 12

KEITH SCHMITT
Director of Financial Planning & Senior Financial AdvisorCRD 4931657
Lukas McCalla
Associate, Financial AdvisorCRD 7413832
CHRISTOPHER PURCELL
Senior Financial AdvisorCRD 6325971