# Mersereau, Lazenby & Rockas, L.L.C.

> Mersereau, Lazenby & Rockas, L.L.C. is a state-registered investment advisory firm in Suwanee, GA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 126139
- Filed as: MERSEREAU, LAZENBY & ROCKAS, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Suwanee, GA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126139
- AdvisorCensus page: https://advisorcensus.com/firm/mersereau-lazenby-and-rockas-l-l-c-suwanee-ga-126139

## Quick answers

**How is Mersereau, Lazenby & Rockas, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Mersereau, Lazenby & Rockas, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mersereau, Lazenby & Rockas, L.L.C. located?**
Mersereau, Lazenby & Rockas, L.L.C.'s principal office is in Suwanee, GA, according to its Form ADV.

**Is Mersereau, Lazenby & Rockas, L.L.C. registered with the SEC or a state?**
Mersereau, Lazenby & Rockas, L.L.C. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 126139.

**How much does Mersereau, Lazenby & Rockas, L.L.C. manage?**
Mersereau, Lazenby & Rockas, L.L.C. reports $99,019,464 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Mersereau, Lazenby & Rockas, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (64).

**Does Mersereau, Lazenby & Rockas, L.L.C. 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/126139

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $99,019,464
- Discretionary: $99,019,464
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $9,274,613 |
| High net worth individuals | 79 | $58,851,721 |
| Charitable organizations | Fewer than 5 | $30,893,130 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2003 (23 years)
- Employees: 13 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cpamlr.com](https://cpamlr.com)
- [mlrfinancialpartners.com](https://mlrfinancialpartners.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mersereau, Lazenby & Rockas, L.L.C. (CRD 126139): Form ADV filing data as of October 2026.