Kelman Lazarov Inc
- Regulatory AUM
- $895M
- Discretionary
- $895M
- Clients
- 579
- Avg AUM / client
- $1.5M
- Accounts
- 1,512
- Employees
- 17
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 251 | $71.5M | 7.99% |
| High net worth individuals | 323 | $818M | 91.4% |
| Pension and profit sharing plans | 3 | $4.3M | 0.49% |
| Charitable organizations | 2 | $1.3M | 0.14% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lazarov, Ronald, Jay | President/Co Chief Investment Officer | Aug 1979 (47y) | 10% – 25% | |
| Martin Samuel Kelman | Chairman | CFP | Apr 1981 (45y) | 10% – 25% |
| Andrew D Buzan | Co Chief Investment Officer | CFA | Oct 2013 (13y) | 10% – 25% |
| Patrick Joseph O'hearn | Senior Financial Advisor | CFP | Oct 2016 (10y) | 10% – 25% |
| Keith Francis Schmitt | Director Of Financial Planning | Nov 2016 (10y) | 10% – 25% | |
| Michael Munekata | Chief Compliance Officer | Jun 2017 (9y) | Less than 5% | |
| William Ira Steinberg | Registered representative | CFP | Mar 2004 (22y) | |
| Jacob Cullen Samuels | Registered representative | CFP | Jan 2015 (12y) | |
| Christopher John Purcell | Registered representative | CFP | Jan 2019 (8y) | |
| April Rice Lowery | Registered representative | CFP | Mar 2019 (7y) | |
| Stephanie Lynn Goetsch | Registered representative | CFP | Apr 2023 (3y) | |
| Lukas J Mc Calla | Registered representative | CFP | Aug 2024 (2y) | |
| John Gregory Dabov | Registered representative | Aug 2025 (1y) | ||
| Theo Pierre Charles Debackere | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $758M (85% of AUM) Mar 2026
- Fidelity Brokerage Services $137M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗