$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
20 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Radial
- Established Date
- 03-28-2006
- Office Locations
- 1
Office Locations
-- Reno NV
About Caleb Lawrence Registered Investment Adviser Inc.
Caleb Lawrence Registered Investment Adviser Inc. is a fee-only fiduciary RIA serving mature professionals and retirees with personalized portfolio strategy and ongoing investment management. The practice emphasizes cost-effective, diversified ETF-based portfolios and disciplined risk management focused on protecting and growing assets through varied markets. Custody includes Fidelity/NFS and Altruist.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$115.9K AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Momentum Focus Element
Client Personas
Focus
Custodian
Delta signal Wave timber Delta capital
Investment Themes
Frontier oak Zenith meridian
Investment Vehicles
Value Pioneer
Technology
Oak oak
Owner & Executives
CALEB LAWRENCE
Advisor, Chief Executive Officer
- CRD
- #2801527
- Ownership
- 75% or more
(501) 839-7571
zenith.optima@ridgecapital.com
in linkedin.com/in/momentum-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,027,722 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,027,722 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,027,722
Equity - Exchange:
23.1% Cash:
41.8% Corporate - Investment Grade:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,098,386,581 | 23.1% |
| Cash | $1,987,556,670 | 41.8% |
| Corporate - Investment Grade | $1,668,977,012 | 35.1% |
| Total | $4,754,920,263 | 100.0% |