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AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Stanley-Laman Group Ltd.

Stanley-Laman Group Ltd.

Berwyn, PASEC-registered investment adviserCRD 112112

Filed as STANLEY-LAMAN GROUP LTD.

Stanley-Laman Group Ltd. is an SEC-registered investment advisory firm in Berwyn, PA, registered since 1994, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.

32 years
registered since 1994
$1,023,479,352
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Stanley-Laman Group Ltd. compensated?

On its Form ADV (Item 5.E, October 2026), Stanley-Laman Group Ltd. reports these compensation arrangements: a percentage of assets under its management.

Where is Stanley-Laman Group Ltd. located?

Stanley-Laman Group Ltd.'s principal office is in Berwyn, PA, according to its Form ADV.

Is Stanley-Laman Group Ltd. registered with the SEC or a state?

Stanley-Laman Group Ltd. is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 112112.

How much does Stanley-Laman Group Ltd. manage?

Stanley-Laman Group Ltd. reports $1,023,479,352 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (94% discretionary).

How have Stanley-Laman Group Ltd.'s assets and staff changed since 2021?

In the Form ADV data for Stanley-Laman Group Ltd.: Regulatory assets under management: $776,000,000 in the October 2021 data and $1,023,479,352 in the October 2026 data, up 32%. Total employees: 22 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Stanley-Laman Group Ltd. serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (200); corporations or other businesses not listed above (75); individuals (other than high net worth individuals) (25).

Which custodians does Stanley-Laman Group Ltd. use?

Stanley-Laman Group Ltd.'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 Stanley-Laman Group Ltd. 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/112112

What changed in Stanley-Laman Group Ltd.'s recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 10 to 13. Registered or notice-filed in AK, AR, TN.

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

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated April 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,023,479,352

$1,023,479,352 as of October 2026, filing dated April 27, 2026.

Discretionary: $963,895,505.Non-discretionary: $59,583,847.

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.D
Individuals (other than high net worth individuals)
Clients 25 Assets $2,650,920 (0%)
High net worth individuals
Clients 200 Assets $739,281,177 (72%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 1 Assets $125,309,907 (12%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets $10,485,259 (1%)
Charitable organizations
Clients Fewer than 5 Assets $2,915,371 (0%)
Corporations or other businesses not listed above
Clients 75 Assets $142,836,718 (14%)

A 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 pooled investment vehicles (other than investment companies)
  • 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
1994 (32 years)
Employees
Total: 24. Performing investment advisory functions: 13.
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
27 states or jurisdictions
AKARAZCACOCTDCDEFLGAHIILMAMDMSNCNHNJNMNVNYPARITNTXVAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
$776M 2021 $1.04B 2022 $800M 2023 $911M 2024 $979M 2025 $1.02B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,023,479,35224April 27, 2026
October 2025$979,307,06425April 16, 2025
October 2024$911,286,00024March 21, 2024
October 2023$799,800,00022March 29, 2023
October 2022$1,044,000,00021March 31, 2022
October 2021$776,000,00022March 30, 2021

Regulatory assets under management: $776,000,000 in the October 2021 data and $1,023,479,352 in the October 2026 data, up 32%.

Total employees: 22 in October 2021 and 24 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 months
  1. April 2026
    • Employees performing advisory functions went from 10 to 13.
    • Registered or notice-filed in AK, AR, TN.

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.I
stanleylaman.com

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. Stanley-Laman Group Ltd. (CRD 112112): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112