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Kelman Lazarov Inc

● SEC registered since 1993CRD 107727SEC# 801-45185Memphis, TN
Export (members)
Reg. AUM
$705.4M
Employees
15
Accounts
1,353
Location
Memphis, TN

Kelman Lazarov Inc assets under management

Kelman Lazarov Inc is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 1993. It reports $705.4 million in regulatory assets under management and employs 15 people.

Kelman Lazarov Inc owners & executives

7 reported
NameTitleOwnershipSince
Andrew D Buzan ControlCo-Chief Investment Officer10-25%2019
Jacob Cullen Samuels ControlSenior Portfolio Manager5-10%2019
Keith Francis Schmitt ControlDirector Of Financial Planning25-50%2019
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Frequently asked questions

How much does Kelman Lazarov Inc manage?

Kelman Lazarov Inc reports $705.4 million in regulatory assets under management on its Form ADV.

How many employees does Kelman Lazarov Inc have?

Kelman Lazarov Inc reports 15 employees.

Where is Kelman Lazarov Inc located?

Kelman Lazarov Inc is based in Memphis, TN and has been SEC-registered since 1993.

Does Kelman Lazarov Inc disclose fund performance?

Kelman Lazarov Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805
Phone901-685-8284
Fax901-685-8013
Office hours8:30 a.m. - 5 p.m. M-Th, 8:30 a.m. - 3 p.m. F
SEC regionAtlanta Regional Office (ARO)
CIK1672067
Discloses disciplinary historyNo

Assets under management

Discretionary$705.4M
Non-discretionary$0
Total (RAUM)$705.4M