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 registered investment adviser organized as a corporation and SEC-registered since 1988. The firm is individually owned and serves both high-net-worth individuals and institutional clients. Its advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Compensation is a mix of percentage-of-AUM and fixed fees. Lafayette does not market itself as an ESG investor, does not serve as a pension consultant, and is not identified as a multi-state or newly formed adviser.
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 6SCOTT 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 17Active vs passive
$11.5M in ETFs
79%
$9.1M
0%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AKRE FOCUS ETF (AKRE) | Akre | $2.4M | 45,292 | 20.88% |
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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