Lafayette Investments, Inc.

RIASEC RegisteredEst. 1988
Total AUM
$943M
Discretionary
$943M
100% of AUM
Avg account
$1.5M
Accounts
611
Employees
7
Advisory reps
6

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

FINTRX

Overview

Lafayette Investments, Inc. is an independently owned registered investment adviser organized as a corporation and registered with the SEC since 1988. The firm serves both individual and family clients as well as institutional and business clients, delivering financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional accounts. Its billing mixes asset-based fees and fixed fees. Lafayette is not positioned as a capital allocator and is not listed as an active ESG investor, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition: Exchange Traded Equities 58%, State & Local Bonds 13%, Cash & Cash Equivalents 11%, Public Funds/Mutual Funds 9%, US Government Bonds 8%, Investment Grade Corp Bonds 1%58%
  • Exchange Traded Equities58%
  • State & Local Bonds13%
  • Cash & Cash Equivalents11%
  • Public Funds/Mutual Funds9%
  • US Government Bonds8%

Contacts

3 of 6
  • Scott Dinn

    Scott Dinn

    Investment AdvisorCRD 1528157

  • Ryan Klinger

    Ryan Klinger

    Financial AdvisorCRD 4710932

  • Brendan Hughes

    Brendan Hughes

    Investment AdvisorCRD 6727888

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$11.5M in ETFs

Passive

79%

$9.1M

Active

0%

$2.4M

ETFProviderStyleCategoryValueShares% of portfolio
AKRE FOCUS ETF (AKRE)Akre$2.4M45,29220.88%
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Location

Primary office

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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