AdvisorCensus / Financial advisors / Texas / Houston / Lawrence Financial Services
Lawrence Financial Services
Filed as LAWRENCE FINANCIAL SERVICES · Legal name Larry Glenn Lawrence D/B/A Lawrence Financial Services
Lawrence Financial Services is a state-registered investment advisory firm in Houston, TX, registered since 2007, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 30, 2023.
Quick answers
From the filingHow is Lawrence Financial Services compensated?
On its Form ADV (Item 5.E, October 2026), Lawrence Financial Services reports these compensation arrangements: a percentage of assets under its management.
Where is Lawrence Financial Services located?
Lawrence Financial Services' principal office is in Houston, TX, according to its Form ADV.
Is Lawrence Financial Services registered with the SEC or a state?
Lawrence Financial Services is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 118072.
How much does Lawrence Financial Services manage?
Lawrence Financial Services reports $100,000 in regulatory assets under management in its Form ADV filing dated April 30, 2023 (100% discretionary).
Does Lawrence Financial Services report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/118072
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
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
Regulatory assets under management
Item 5.F$100,000 as of October 2026, filing dated April 30, 2023.
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- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Larry Glenn Lawrence D/B/A Lawrence Financial Services
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2007 (19 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
State-registered investment advisers are examined by their state securities regulator. 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
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.INot reported.
Source: 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. Lawrence Financial Services (CRD 118072): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/lawrence-financial-services-houston-tx-118072