CRD: 106123
Lawrence Capital Management, Inc.
Jackson, WY
3072003022
$47.3M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
13 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-30-2012
- Office Locations
- 1
Office Locations
-- Jackson WY
About Lawrence Capital Management, Inc.
Lawrence Capital Management, Inc. is a Jackson-based RIA. The firm has been operating for 13 years. Managing $47.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$47.3M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Owner & Executives
W
WORTHINGTON JOHNSON JR
Chief Compliance Officer, DIRECTOR, President
- CRD
- #1837255
- Ownership
- 75% or more
(614) 804-7240
radial.bridge@pathwaycapital.com
in linkedin.com/in/foundation-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,380,850 | $630,299 |
| Non-Discretionary | $30,946,800 | -- |
| Total | $47,327,650 | $630,299 |
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Separately Managed Accounts
Total SMA Asset: $44,535,493
Equity - Exchange:
21.7% U.S. Government/Agency:
44.4% Corporate - Investment Grade:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,267,687,314 | 21.7% |
| U.S. Government/Agency | $2,593,793,398 | 44.4% |
| Corporate - Investment Grade | $1,980,396,310 | 33.9% |
| Total | $5,841,877,022 | 100.0% |