NORMANDY INVESTMENT ADVISORS
Firm details
- Headquarters
- LEAWOOD, Kansas
- CRD number
- 316321
- Registered since
- September 15, 2021
- Website
- normandyia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI70.92%
- Individuals25.9%
- Corporations / Businesses2.67%
- Charitable Organizations0.51%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Normandy Investment Advisors is an independent, SEC-registered RIA that began registration in 2021 and is owned by an individual. The firm serves both individual/family and institutional clients and bills using a mix of percentage-of-AUM and fixed fees. Its advisory services, as described on its ADV, include financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Normandy does not identify as an active ESG investor and is not characterized on its filings as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds78%
- Exchange Traded Equities18%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Other1%
Owners & executives
1 of 1THOMAS LAMING
Chief Investment OfficerCRD 2076513
Contacts
3 of 4ERIC MCCARVER
Financial AdvisorCRD 2738830
JEFFREY TUDAS
Founder and PrincipalCRD 4249199
BRENT CASWELL
PrincipalCRD 5753289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEAWOOD, KS
JOHNSON
Location
LEAWOOD, KS
Headquartered in LEAWOOD, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JOHNSON
- Address
- 12728 State Line Rd
- Time zone
- CT (UTC-6)
- Office locations
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