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Alan B. Lancz & Associates, Inc.

Alan B. Lancz & Associates, Inc.. CRD 105363

Alan B. Lancz & Associates, Inc. logo

CRD: 105363

Alan B. Lancz & Associates, Inc.

Toledo, OH, 43615
4195365200
ablonline.com
$175.4M Total AUM
$175.4M Disc. AUM
-2.4% 3Y CAGR
4 Employees
101 ADV. Clients
41 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
Clients
Retail and Institutional
Platforms
EmberPathway +more
Established Date
06-11-1985
Office Locations
1

Office Locations

3435 N Holland Sylvania RD Toledo OH

About Alan B. Lancz & Associates, Inc.

Alan B. Lancz & Associates, Inc. is an independent, fiduciary RIA providing customized financial planning and wealth/portfolio management aligned to client goals, risk tolerance, and time horizon. The practice emphasizes asset allocation and ongoing money management, with portfolios largely implemented via ETFs, and custody relationships including Schwab and Fidelity. The firm also publishes regular “ABL Money Management” market updates.

Team overview

66 AVG AGE
$175.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.5 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
41yrs Firm Age

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Asset Classes

Meridian quantum Foundation Momentum Atlas quantum Horizon legacy Zenith radial Vital

Client Personas

Fusion

Custodian

Signal Capital Unison

Investment Themes

Foundation Peak value Momentum Meridian timber Signal insight Capital alpha

Investment Vehicles

Alpha Pathway Atlas

Services

Harbor Wave crest Zenith glacier Vertex signal Oak matrix Vital glacier

Technology

Ridge Unison Bridge fusion Timber

Owner & Executives

ALAN BRUCE LANCZ

ALAN BRUCE LANCZ

Investment Advisor, President

CRD
#731986
Ownership
75% or more
(802) 390-4634
radial.pathway@summitcapital.com
in linkedin.com/in/foundation-catalyst
J

JOHN KEITH DWYER

Chief Compliance Officer

CRD
#2551964
Ownership
Less than 5%
(415) 474-3558
fusion.bridge@eaglecapital.com
in linkedin.com/in/unison-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-29-2022
08-09-2023
04-15-2024
10-28-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $175,381,499 $1,594,377
Non-Discretionary $0 --
Total $175,381,499 $1,594,377

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Separately Managed Accounts

Total SMA Asset: $170,692,397

$170.7M Total SMA
Equity - Exchange:
18.5%
Public Funds:
39.5%
Cash:
42.0%
Asset class Assets Assets %
Equity - Exchange $693,575,904 18.5%
Public Funds $1,480,878,281 39.5%
Cash $1,574,604,755 42.0%
Total $3,749,058,940 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CAPITAL HORIZON RADIAL RIDGE PRIME K9Y2S44WM TANB 4.70% $10,911,592
VITAL FUSION ELEMENT FUSION 2YM3TH3FF EVKN 2.69% $10,674,246
ZENITH ALPHA RIDGE PEAK MERIDIAN KF3CY9TRH INS 0.74% $47,211,907
WAVE VECTOR GLACIER MATRIX 2JJZKR30C CSWMB 7.05% $21,871,916
OAK GLACIER OAK VECTOR MATRIX 2K2ZBNGZI PHO 9.53% $67,569,221
ATLAS TIMBER INSIGHT VERTEX FOCUS S924Y67I2 ULU 6.97% $30,918,257
HARBOR BRIDGE ELEMENT HARBOR YYEUC8OUQ JLIN 10.17% $92,504,074
MOMENTUM ELEMENT OAK TIMBER SIGNAL DU23CVQXF FTIMC 6.71% $97,823,202

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