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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BridgePrime +more
- Established Date
- 08-01-1979
- Office Locations
- 1
Office Locations
About Kelman Lazarov INC
Kelman Lazarov Inc is a Memphis-based RIA serving individuals, families, and business owners with personalized financial planning and discretionary portfolio management. The team emphasizes disciplined investing through varied market conditions, risk management, and well-timed intergenerational wealth transfers. Led by Co-CIO/President Ron Lazarov with four decades of experience, the firm primarily custodies with Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH FRANCIS SCHMITT
Director, DIRECTOR OF FINANCIAL PLANNING, President
- CRD
- #4931657
- Ownership
- 25% but less than 50%
ANDREW D BUZAN
Chief Investment Officer, TREASURER
- CRD
- #5337819
- Ownership
- 10% but less than 25%
Capital ember
Matrix unison alpha
- CRD
- #84458
- Ownership
- 36.2%
Showing 2 of 9 owners & executives
Unlock allContacts
John Gregory Dabov
--
- CRD
- #8092692
Theo Pierre Charles Debackere
--
- CRD
- #8109471
Capital focus
Insight momentum atlas
- CRD
- #65912
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $894,604,455 | $591,670 |
| Non-Discretionary | $0 | -- |
| Total | $894,604,455 | $591,670 |
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Separately Managed Accounts
Total SMA Asset: $894,604,455
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,114,713,497 | 54.9% |
| Equity - Exchange | $1,753,090,110 | 30.9% |
| Cash | $805,627,171 | 14.2% |
| Total | $5,673,430,778 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON QUANTUM RADIAL | FRONTIER OPTIMA | PMA4DAYDM | QERUQ | 8.05% | $42,683,114 |
| MOMENTUM VALUE | CREST GLACIER | 0EC7N7GKP | VOVP | 5.99% | $11,847,326 |
| EAGLE CAPITAL | HORIZON TIMBER | 79UV23WMB | SKDDF | 5.64% | $7,087,233 |
| HORIZON CREST PIONEER | TIMBER INSIGHT | PMWAFI9A6 | XHV | 5.94% | $7,572,897 |
| MERIDIAN PIONEER EAGLE | PATHWAY FUSION | J8LD93E7B | LQF | 1.90% | $110,764,362 |
| OPTIMA UNISON | INSIGHT PEAK | BPVZJAQ7A | PMGKH | 5.74% | $61,059,015 |
| TIMBER SIGNAL | ELEMENT DELTA | C6WZ4M035 | VXHP | 4.68% | $35,696,961 |
| DELTA PEAK PATHWAY | CAPITAL EAGLE | Y9HSFOAGU | VCC | 7.28% | $76,458,120 |