AUMdb

Stanley Laman Group Ltd.

SEC-registered Insurance-Affiliated · Mid-sized ($1B–$10B) CRD 112112 · SEC file 801-45568 · Berwyn, PA · WWW.STANLEYLAMAN.COM
☆ Save with Pro ADV data as of Apr 27, 2026
Regulatory AUM
$1.0B
Discretionary
$964M
Clients
301
Avg AUM / client
$3.4M
Accounts
787
Employees
24

AUM over time

$511M $1.0B
Mar 28, 2012 Apr 27, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Apr 27, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 25 $2.7M 0.26%
High net worth individuals 200 $739M 72.2%
Pooled investment vehicles (non-investment companies) 1 $125M 12.2%
Pension and profit sharing plans Fewer than 5 clients $10.5M 1.02%
Charitable organizations Fewer than 5 clients $2.9M 0.28%
Corporations and other businesses 75 $143M 14.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $101M combined gross assets

FundTypeDomicileGross assetsOwners
Slg International Opportunities, Lp Hedge Fund Delaware $101M 73

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Eaton, David, Caldwell Director & Vice President Apr 1991 (35y) 10% – 25%
Laman, James, J. Director, Vice President & Treasurer Apr 1991 (35y) 10% – 25%
William G Stanley Director, President, Chief Compliance Officer Chartered Financial Consultant Apr 1991 (35y) 50% – 75%

Undisclosed: 0% – 30% 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.

Private funds (1, $101M gross assets)

FundTypeGross assetsMin. investmentOwners
Slg International Opportunities, Lp Hedge Fund $101M $500K 73

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/27/2026 1.3 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

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Apr 27, 2026.

View current Form ADV (SEC/IAPD) ↗