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Lombard Advisers Incorporated

Lombard Advisers Incorporated. CRD 108231

Lombard Advisers Incorporated logo

CRD: 108231

Lombard Advisers Incorporated

Baltimore, MD, 21231
4103421300
golombard.com
$669.8M Total AUM
$245.3M Disc. AUM
-- 3Y CAGR
41 Employees
985 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Wells Fargo
Clients
Retail and Institutional
Platforms
PeakLegacy optima
Established Date
08-03-1995
Office Locations
25

Office Locations

106 Wadsworth Street Suite A Radford VA
1111 Halsell Street Bridgeport TX
115 W. Nezpique Jennings LA

About Lombard Advisers Incorporated

Lombard Securities (Lombard Advisers) is an employee-owned network of independent brokers providing objective investment advice and financial planning. The firm does not develop or sell proprietary products, instead recommending ETFs, mutual funds, and other solutions based on individual client needs and market conditions. It operates across multiple offices and clears through Wells Fargo.

Team overview

60 AVG AGE
$22.3M AVG AUM / ADVISOR
$680.0K AVG AUM / CLIENT
11.6 yrs AVG TENURE
41 Employees
30 Advisory Reps
30 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Meridian capital Vital

Client Personas

Summit value

Custodian

Value Quantum Signal

Investment Themes

Focus harbor Atlas

Investment Vehicles

Signal

Services

Focus signal Pathway Pioneer Catalyst Beacon signal Legacy vertex Glacier bridge Atlas oak Oak

Technology

Meridian Insight

Owner & Executives

T

TERRY LYNN DONLAN WELKER

Chief Compliance Officer, Compliance Officer

CRD
#2825889
Ownership
Less than 5%
(638) 229-7226
insight.ridge@vertexcapital.com
in linkedin.com/in/oak-timber
C

CHARLES CURTIS FOX

Chief Compliance Officer, Chief Executive Officer, Financial Advisor, President

CRD
#1201770
Ownership
Less than 5%
(767) 443-7339
element.delta@unisoncapital.com
in linkedin.com/in/quantum-focus
C

Crest frontier

Ember signal matrix

CRD
#28888
Ownership
3.8%
(751) 889-2048
summit.momentum@primecapital.com
in linkedin.com/in/harbor-pioneer

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Contacts

L

LESLIE MARVIN BOYCE

--

CRD
#3016175
(435) 257-1237
frontier.focus@bridgecapital.com
in linkedin.com/in/vertex-matrix
J

JOHNNY G BROWN JR

Recruiter

CRD
#5408594
(781) 666-2914
eagle.unison@momentumcapital.com
in linkedin.com/in/ridge-horizon
R

Radial pathway

Summit frontier prime

CRD
#61075
(574) 238-3774
momentum.timber@ridgecapital.com
in linkedin.com/in/zenith-horizon

Showing 2 of 35 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-12-2022
11-09-2023
11-20-2024
03-27-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $245,268,968 $383,233
Non-Discretionary $424,561,697 $520,296
Total $669,830,665 $460,049

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Separately Managed Accounts

Total SMA Asset: $669,830,665

$669.8M Total SMA
Equity - Exchange:
8.8%
Public Funds:
26.8%
Cash:
25.2%
Corporate - Non-Investment Grade:
23.2%
U.S. Government/Agency:
16.0%
Asset class Assets Assets %
Equity - Exchange $536,415,585 8.8%
Public Funds $1,633,629,281 26.8%
Cash $1,536,099,175 25.2%
Corporate - Non-Investment Grade $1,414,186,542 23.2%
U.S. Government/Agency $975,301,063 16.0%
Total $6,095,631,646 100.0%

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