Michael Andersen Registered Investment Advisor L.L.C.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 146154
· Easton, MD
· www.youtube.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $95.3M
- Discretionary
- $95.3M
- Clients
- 691
- Avg AUM / client
- $138K
- Accounts
- 1,413
- Employees
- 12
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 691 | $95.3M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Richard Andersen | Registered representative | Jul 2019 (7y) | ||
| Brady John Bailey | Registered representative | Aug 2024 (2y) | ||
| Joseph Francis Lorenzo | Registered representative | Nov 2024 (2y) | ||
| Adam Lee Lybarger | Registered representative | Nov 2024 (2y) |
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 | 1.18 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Axos Clearing $95.3M (100% of AUM) Mar 2026
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗