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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-15-2021
- Office Locations
- 3
Office Locations
About Normandy Investment Advisors
Normandy Investment Advisors is a fiduciary RIA providing ongoing wealth management and planning built around each client’s goals and life changes. The firm serves individuals and families across wealth stages, with particular fit for business owners seeking a “personal CFO” approach. Portfolios emphasize asset allocation and risk management, implemented with public funds and ETFs, and custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM increased 92.5%, from $142.0M to $273.4M.
Across 5 reported observations, AUM increased 128.1% between January 11, 2022 and March 31, 2026, from $119.9M to $273.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 308 clients, or 61.6 clients per representative. That equates to $887.5K in reported AUM per client.
The profile lists 3 reported office locations and 5 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Normandy Investment Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY ALAN TUDAS
Chief Compliance Officer, FOUNDER, PRINCIPAL
- CRD
- #4249199
- Ownership
- 75% or more
BRENT A CASWELL
Investment Advisor, PRINCIPAL
- CRD
- #5753289
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS WHITSED LAMING
Chief Investment Officer
- CRD
- #2076513
ERIC MATTHEW MCCARVER
Financial Advisor
- CRD
- #2738830
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $273,353,092 | $374,970 |
| Non-Discretionary | $0 | -- |
| Total | $273,353,092 | $374,970 |
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Separately Managed Accounts
SMA allocation detail is available
Normandy Investment Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.