# 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.

- CRD: 112112
- Filed as: STANLEY-LAMAN GROUP LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berwyn, PA
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112112
- AdvisorCensus page: https://advisorcensus.com/firm/stanley-laman-group-ltd-berwyn-pa-112112

## Quick answers

**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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### 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: $1,023,479,352
- Discretionary: $963,895,505
- Non-discretionary: $59,583,847

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 24 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, MS, NC, NH, NJ, NM, NV, NY, PA, RI, TN, TX, VA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stanleylaman.com
- Facebook @STANLEYLAMANGROUP
- LinkedIn @stanley-laman-group
- X @stanleylaman

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $776,000,000 | 22 | March 30, 2021 |
| October 2022 | $1,044,000,000 | 21 | March 31, 2022 |
| October 2023 | $799,800,000 | 22 | March 29, 2023 |
| October 2024 | $911,286,000 | 24 | March 21, 2024 |
| October 2025 | $979,307,064 | 25 | April 16, 2025 |
| October 2026 | $1,023,479,352 | 24 | April 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 13.
- Registered or notice-filed in AK, AR, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stanley-Laman Group Ltd. (CRD 112112): Form ADV filing data as of October 2026.