Lafayette Investments, Inc.
Firm details
- Headquarters
- Ashton, Maryland
- CRD number
- 22471
- Registered since
- July 13, 1988
- Website
- www.lafayetteinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.41%
- Corporations / Businesses12.43%
- Individuals3.15%
- Pension & Profit Sharing Plans2.82%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lafayette Investments, Inc. is an independent, privately owned registered investment adviser organized as a corporation and on the SEC register since 1988. The firm serves both individual and family clients and institutional/business accounts. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Fee arrangements include standard percentage-of-assets billing as well as fixed-fee engagements. Lafayette does not position itself as a multi-state adviser or a pension consultant, and it is not listed as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- State & Local Bonds13%
- Cash & Cash Equivalents11%
- Public Funds/Mutual Funds9%
- US Government Bonds8%
Contacts
3 of 6
Scott Dinn
Investment AdvisorCRD 1528157
Ryan Klinger
Financial AdvisorCRD 4710932
Brendan Hughes
Investment AdvisorCRD 6727888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$14.2M in ETFs
84%
$11.9M
0%
$2.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AKRE FOCUS ETF (AKRE) | Akre | $2.3M | 43,823 | 16.41% |
Location
Ashton, MD
Montgomery
Location
Ashton, MD
Headquartered in Ashton, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 17830 New Hampshire Ave
- Time zone
- ET (UTC-5)
- Office locations
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