MERSEREAU, LAZENBY & ROCKAS, L.L.C.

Overview

Mersereau, Lazenby & Rockas, L.L.C. is an independent registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm combines accounting-related work with advisory services, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees are charged primarily as a percentage of assets under management and, in some cases, on an hourly basis. The firm does not position itself as a capital allocator or an active ESG investor. It appears to operate as a boutique advisory practice rather than a multi-state or institutional allocator, with ownership listed as individual and a client base concentrated on retail high-net-worth and family clients.

Assets & Accounts

Investments & Alternatives