AdvisorCensus / Financial advisors / District of Columbia / Washington / Lafayette Investments, Inc.
Lafayette Investments, Inc. is an SEC-registered investment advisory firm in Ashton, MD, registered since 1988, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Lafayette Investments, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Lafayette Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Lafayette Investments, Inc. charge?
Its Form ADV Part 2A brochure dated April 1, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $3,000,000: 0.85% a year; $3,000,000 to $10,000,000: 0.65% a year; Above $10,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Lafayette Investments, Inc. located?
Lafayette Investments, Inc.'s principal office is in Ashton, MD, according to its Form ADV.
Is Lafayette Investments, Inc. registered with the SEC or a state?
Lafayette Investments, Inc. is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 22471.
How much does Lafayette Investments, Inc. manage?
Lafayette Investments, Inc. reports $942,844,376 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).
How have Lafayette Investments, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Lafayette Investments, Inc.: Regulatory assets under management: $769,160,428 in the October 2021 data and $942,844,376 in the October 2026 data, up 23%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Lafayette Investments, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (164); individuals (other than high net worth individuals) (76); corporations or other businesses not listed above (5).
Which custodians does Lafayette Investments, Inc. use?
Lafayette Investments, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Lafayette Investments, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/22471
Does Lafayette Investments, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated April 1, 2026 says: "In general, we require a minimum of $1,000,000 in investible liquid assets to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $3,000,000 | 0.85% |
| $3,000,000 to $10,000,000 | 0.65% |
| Above $10,000,000 | 0.5% |
The brochure's wording
The annual rate for investment advisory services is calculated as a percentage of assets under management in accordance with the following standard fee table: First $1 million 1.0% Next $2 million .85% Next $7 million .65% Amounts over $10 million .50%
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $1,000,000 in investible liquid assets to open and maintain an advisory account. At our discretion, we may waive this minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated April 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$942,844,376 as of October 2026, filing dated April 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1988 (38 years)
- Employees
- Total: 7. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $942,844,376 | 7 | April 1, 2026 |
| October 2025 | $846,933,116 | 7 | March 31, 2025 |
| October 2024 | $773,638,053 | 7 | March 20, 2024 |
| October 2023 | $715,600,388 | 7 | April 4, 2023 |
| October 2022 | $783,837,272 | 7 | June 30, 2022 |
| October 2021 | $769,160,428 | 8 | September 10, 2021 |
Regulatory assets under management: $769,160,428 in the October 2021 data and $942,844,376 in the October 2026 data, up 23%.
Total employees: 8 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Lafayette Investments, Inc. (CRD 22471): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lafayette-investments-inc-ashton-md-22471