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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-24-1988
- Office Locations
- 1
Office Locations
About Lafayette Investments, Inc.
Lafayette Investments is a Maryland-based RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides discretionary portfolio management and financial planning, including insurance and business-succession planning. Portfolios are ETF-centric with meaningful fixed income exposure (including municipals and U.S. government/agency bonds). Custody includes Charles Schwab and SEI.
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Owner & Executives
SCOTT HATHAWAY DINN
DIRECTOR, investment advisor, Vice President
- CRD
- #1528157
- Ownership
- 25% but less than 50%
LAWRENCE JUDGE
Chief Compliance Officer, President
- CRD
- #1840145
- Ownership
- 25% but less than 50%
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Timber peak
- CRD
- #39431
- Ownership
- 19.8%
Showing 2 of 4 owners & executives
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Brendan Patrick Hughes
Investment Advisor
- CRD
- #6727888
MARK HUGHES
Money Manager
- CRD
- #2509970
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $942,844,376 | $1,543,117 |
| Non-Discretionary | $0 | -- |
| Total | $942,844,376 | $1,543,117 |
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Separately Managed Accounts
Total SMA Asset: $942,844,376
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,280,848,165 | 30.3% |
| Municipal Bonds | $511,493,822 | 12.1% |
| Cash | $942,670,432 | 22.3% |
| Public Funds | $532,629,930 | 12.6% |
| U.S. Government/Agency | $659,446,580 | 15.6% |
| Corporate - Investment Grade | $300,132,739 | 7.1% |
| Total | $4,227,221,668 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION ZENITH | FUSION BEACON | UWN7NK4YK | CVE | 1.30% | $68,533,574 |
| PATHWAY MERIDIAN | HARBOR WAVE | CJ7HFT7CF | GUFD | 10.61% | $62,164,744 |
| HORIZON RIDGE | FUSION FOCUS | V9M065393 | YBJLL | 1.83% | $8,819,203 |
| CREST MERIDIAN | OPTIMA LEGACY | Y3O2XPZT6 | DQQ | 2.36% | $85,010,716 |
| MATRIX QUANTUM | WAVE ALPHA | EE8UHDEVE | THAQD | 2.20% | $21,465,812 |
| OAK VALUE ZENITH | PEAK ALPHA | AM3C33NXP | WXGV | 9.46% | $86,076,253 |
| RIDGE ATLAS VECTOR | VITAL VECTOR | D2QHOP7BI | PDOKN | 9.15% | $50,209,268 |
| EMBER VITAL VECTOR | CATALYST EAGLE | JUB0J46HD | CYBQJ | 0.96% | $91,114,739 |