Lombard Advisers Incorporated
● SEC registered since 2019CRD 108231SEC# 801-114981Baltimore, MD
Reg. AUM
$669.8M
Employees
41
Accounts
1,456
Location
Baltimore, MD
Lombard Advisers Incorporated assets under management
Lombard Advisers Incorporated is a registered investment adviser overseen by the SEC based in Baltimore, MD. The firm has been registered since 2019. It reports $669.8 million in regulatory assets under management and employs 41 people.
Lombard Advisers Incorporated owners & executives
4 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Lombard Advisers Incorporated manage?
Lombard Advisers Incorporated reports $669.8 million in regulatory assets under management on its Form ADV.
How many employees does Lombard Advisers Incorporated have?
Lombard Advisers Incorporated reports 41 employees.
Where is Lombard Advisers Incorporated located?
Lombard Advisers Incorporated is based in Baltimore, MD and has been SEC-registered since 2019.
Does Lombard Advisers Incorporated disclose fund performance?
Lombard Advisers Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$669.8M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$669.8Mregulatory AUM
Discretionary $245.3MNon-discretionary $424.6M