| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Curtis Fox Control | Chief Executive Officer | Under 5% | 2007 |
| Lombard Securities Incorporated Control | 100% Owner Of Lombard Advisers Incorporated | Over 75% | 1994 |
| Terry Lynn Donlan Welker Control | Chief Compliance Officer | Under 5% | 2024 |
Lombard Advisers Incorporated reports $567.4 million in regulatory assets under management on its Form ADV.
Lombard Advisers Incorporated reports 42 employees.
Lombard Advisers Incorporated is based in Baltimore, MD and has been SEC-registered since 2019.
Lombard Advisers Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1820 Lancaster St, Baltimore, MD 21231 |
| Phone | 410-342-1300 |
| Fax | 410-732-0303 |
| Office hours | 08.00 - 16.00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $199.1M |
| Non-discretionary | $368.4M |
| Total (RAUM) | $567.4M |