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LOMBARD ADVISERS INCORPORATED

Advisory

N·BALTIMORE, MD

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$670M
1-Year AUM Growth
+42.2%
3-Year CAGR
+21.5%
Employees
30
Assets Under Management
Total AUM$670M
Discretionary AUM$245M
Non-Discretionary AUM$425M
Discretionary %36.6%
Total Clients955
Team
Total Employees30
Investment Advisers41
Employee Growth (1Y)+3.1%
Filing History
Total Filings on Record15
First FilingMar 11, 2019
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 15 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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