RIA Intel›Advisers›Connecticut›OHANESIAN / LECOURS, INC.

OHANESIAN / LECOURS, INC.

Advisory

N·WEST HARTFORD, CT

Data as of Mar 19, 2018 · Source: SEC Form ADV

Total AUM

$496M

1-Year AUM Growth

-1.4%

3-Year CAGR

+1.1%

Employees

14

Assets Under Management

Total AUM$496M

Discretionary AUM$132M

Non-Discretionary AUM$364M

Discretionary %26.5%

Total Clients—

Team

Total Employees14

Investment Advisers16

Employee Growth (1Y)+27.3%

Filing History

Total Filings on Record32

First FilingMar 29, 2001

Latest FilingMar 19, 2018

🔒 Full AUM trend chart and 32 historical filings spanning 17+ 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 OHANESIAN / LECOURS, INC.

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