# 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.

- CRD: 22471
- Filed as: LAFAYETTE INVESTMENTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ashton, MD
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/22471
- AdvisorCensus page: https://advisorcensus.com/firm/lafayette-investments-inc-ashton-md-22471

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $942,844,376
- Discretionary: $942,844,376
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $29,681,227 |
| High net worth individuals | 164 | $767,524,377 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $26,573,548 |
| Charitable organizations | Fewer than 5 | $1,908,059 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 5 | $117,157,165 |
| Other | 0 | Not reported |

### 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

### Firm details
- Registered since: 1988 (38 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, MD, NC, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lafayetteinvestments.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $769,160,428 | 8 | September 10, 2021 |
| October 2022 | $783,837,272 | 7 | June 30, 2022 |
| October 2023 | $715,600,388 | 7 | April 4, 2023 |
| October 2024 | $773,638,053 | 7 | March 20, 2024 |
| October 2025 | $846,933,116 | 7 | March 31, 2025 |
| October 2026 | $942,844,376 | 7 | April 1, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lafayette Investments, Inc. (CRD 22471): Form ADV filing data as of October 2026.