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LAMCO ADVISORY SERVICES INC.

Advisory

N·LAKE MARY, FL

Data as of Apr 1, 2021 · Source: SEC Form ADV

Total AUM

$3.5B

1-Year AUM Growth

+12.3%

3-Year CAGR

+12.0%

Employees

7

Assets Under Management

Total AUM$3.5B

Discretionary AUM$2.0B

Non-Discretionary AUM$1.5B

Discretionary %56.2%

Total Clients—

Team

Total Employees7

Investment Advisers13

Employee Growth (1Y)—

Filing History

Total Filings on Record41

First FilingMay 3, 2001

Latest FilingApr 1, 2021

🔒 Full AUM trend chart and 41 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LAMCO ADVISORY SERVICES INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.