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Lafayette Investments, Inc.

● SEC registered since 1988CRD 22471SEC# 801-32522Ashton, MD
Export (members)
Reg. AUM
$942.8M
Employees
7
Accounts
611
Location
Ashton, MD

Lafayette Investments, Inc. assets under management

Lafayette Investments, Inc. is a registered investment adviser overseen by the SEC based in Ashton, MD. The firm has been registered since 1988. It reports $942.8 million in regulatory assets under management and employs 7 people.

Lafayette Investments, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Lawrence Judge ControlShareholder/Pres./ Dir./Chief Compliance Officer/Prin. Oper. Ofcr.25-50%1988
Mark Mickum HughesShareholder/ Director/ Vp25-50%2006
Robert Adams NoyesShareholder/Treasurer/Prin. Fin. Officer10-25%2011
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Frequently asked questions

How much does Lafayette Investments, Inc. manage?

Lafayette Investments, Inc. reports $942.8 million in regulatory assets under management on its Form ADV.

How many employees does Lafayette Investments, Inc. have?

Lafayette Investments, Inc. reports 7 employees.

Where is Lafayette Investments, Inc. located?

Lafayette Investments, Inc. is based in Ashton, MD and has been SEC-registered since 1988.

Does Lafayette Investments, Inc. disclose fund performance?

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

Contact & registration

Address17830 New Hampshire Avenue, Suite 201, Ashton, MD 20861
Phone301-570-2959
Fax301-570-1263
Office hours8:30a.m. To 5:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1308377
Discloses disciplinary historyNo

Regulatory AUM

$942.8M▲ 11%
Mar '25 — $846.9MApr '25 — $846.9MMay '25 — $846.9MJun '25 — $846.9MJul '25 — $846.9MAug '25 — $846.9MSep '25 — $895MOct '25 — $895MNov '25 — $895MDec '25 — $895MJan '26 — $895MFeb '26 — $895MMar '26 — $895MApr '26 — $942.8MMay '26 — $942.8MJun '26 — $942.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$942.8Mregulatory AUM
Discretionary $942.8M