Data / Investment advisers / Maryland / Lafayette Investments, Inc.
Lafayette Investments, Inc., Ashton, MD: $943 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Lafayette Investments, Inc. is an SEC registered investment adviser with its main office in Ashton, Maryland and reports $943 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Lafayette Investments, Inc. (CRD number 22471): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 22471
- SEC file number
- 801-32522
- SEC status
- Approved, effective July 13, 1988
- Main office
- 17830 New Hampshire Avenue Suite 201, Ashton, MD 20861
- Phone
- (301) 570-2959
- Website
- lafayetteinvestments.com
- Regulatory AUM
- $942,844,376 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $942,844,376
- Accounts
- 611
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 164 | $767.5 million |
| Corporations or other businesses | 5 | $117.2 million |
| Individuals (other than high net worth individuals) | 76 | $29.7 million |
| Pension and profit sharing plans | Fewer than 5 | $26.6 million |
| Charitable organizations | Fewer than 5 | $1.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| May 1, 2026 | $942.8 million | April 1, 2026 |
| December 1, 2025 | $895 million | September 12, 2025 |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northlane Capital Partners | Bethesda | $1.16 billion | 3 | adviserinfo.sec.gov |
| The Kelly Group | Bel Air | $1.13 billion | Not listed | adviserinfo.sec.gov |
| Financial Consulate | Hunt Valley | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Red Oak Financial Group | Towson | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Corbyn Investment Management Inc | Lutherville | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Glass Jacobson Wealth Advisors | Owings Mills | $928 million | Not listed | adviserinfo.sec.gov |
| Warner Financial, Inc | Bethesda | $851.8 million | Not listed | adviserinfo.sec.gov |
| Fsa Wealth Partners | Rockville | $819.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Lafayette Investments, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.