Kelman Lazarov Inc

RIASEC RegisteredEst. 1993

Total AUM

$895M

Discretionary

$895M

100% of AUM

Avg account

$592K

Accounts

1,512

Employees

17

Advisory reps

13

Firm details

Headquarters: Memphis, Tennessee
CRD number: 107727
Registered since: December 7, 1993
Website: kelman-lazarov.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.39%
Individuals7.99%
Pension & Profit Sharing Plans0.49%
Charitable Organizations0.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kelman Lazarov Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 1993. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals, small businesses and institutions, plus educational seminars and workshops. Its fee arrangements include assets-under-management, hourly, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds90%
Exchange Traded Equities8%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Michael Munekata
Chief Compliance OfficerCRD 5800154
Andrew Buzan
Co-Chief Investment OfficerCRD 5337819

Contacts

3 of 11

Stephanie Goetsch
Associate, Financial AdvisorCRD 6940618
Jacob Samuels
Portfolio ManagerCRD 6192304
Christopher Purcell
Senior Financial AdvisorCRD 6325971

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 228

Active vs passive

$1.5B in ETFs

Passive

73%

$1.1B

Active

16%

$404M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX)	Schwab	Passive	Large Value	$73.1M	2,350,202	4.81%

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Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area: Memphis-Forrest City, TN-MS-AR
Region: South
County: Shelby
Address: 5100 Poplar Ave
Time zone: CT (UTC-6)
Office locations

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