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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-1991
- Office Locations
- 1
Office Locations
About Stanley-Laman Group Ltd.
Stanley-Laman Group (SLG) is an independent fiduciary investment management and advisory firm serving ultra-high-net-worth individuals, multigenerational families, and institutions. It delivers customized portfolio management using proprietary quantitative research and AI-driven analytics, integrated with estate and business planning, complex trust administration, insurance, real estate, and philanthropic strategies. SLG also offers an alternative assets platform with emerging-market strategies and private investments, and has an affiliated FINRA broker-dealer.
Reported data analysis
What the numbers show
Between April 16, 2025 and April 27, 2026, reported AUM increased 4.5%, from $979.3M to $1.0B.
Across 5 reported observations, AUM decreased 2.0% between March 31, 2022 and April 27, 2026, from $1.0B to $1.0B.
Of the latest reported AUM, 94.2% is discretionary and 5.8% is non-discretionary.
The firm reports 13 advisory representatives and 301 clients, or 23.2 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
WILLIAM G STANLEY
Chief Compliance Officer, DIRECTOR, President
- CRD
- #708205
- Ownership
- 50% but less than 75%
DAVID CALDWELL EATON
DIRECTOR, Vice President
- CRD
- #1682553
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $963,895,505 | $1,415,412 |
| Non-Discretionary | $59,583,847 | $562,112 |
| Total | $1,023,479,352 | $1,300,482 |
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Separately Managed Accounts
SMA allocation detail is available
Stanley-Laman Group Ltd. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Stanley-Laman Group Ltd.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.