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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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