Lombard Advisers Incorporated
Lombard Advisers Incorporated is an SEC-registered mass-market adviser in Baltimore, MD with $669.8M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Lombard Advisers Incorporated: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108231, SEC 801-114981, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $669.8M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Baltimore, MD
- Employees
- 41
- Clients
- 985
- CRD
- 108231
- Ownership
- SOCHA, WILLIAM, STEPHEN; LOMBARD SECURITIES INCORPORATED; FOX, CHARLES, CURTIS; DONLAN WELKER, TERRY, LYNN
How much AUM does Lombard Advisers Incorporated have?
Lombard Advisers Incorporated reported $669.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Lombard Advisers Incorporated?
Disclosed owners and executives of Lombard Advisers Incorporated include SOCHA, WILLIAM, STEPHEN, LOMBARD SECURITIES INCORPORATED, FOX, CHARLES, CURTIS, DONLAN WELKER, TERRY, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.