Lancaster Labs, Llc
SEC-registered
Wealth Manager · Boutique (under $100M)
CRD 339389
· SEC file 801-134850
·
· lancaster.am
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ADV data as of Jul 27, 2026
- Regulatory AUM
- $8.6M
- Discretionary
- $8.6M
- Clients
- 25
- Avg AUM / client
- $342K
- Accounts
- 25
- Employees
- 3
AUM over time
$0
$8.6M
Oct 29, 2025
Jul 27, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 | — | — |
| High net worth individuals | 25 | $8.6M | 100.0% |
| Banking or thrift institutions | Fewer than 5 | — | — |
| Pension and profit sharing plans | Fewer than 5 | — | — |
| Charitable organizations | Fewer than 5 | — | — |
| State or municipal government entities | Fewer than 5 | — | — |
| Other investment advisers | Fewer than 5 | — | — |
| Insurance companies | Fewer than 5 | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | — | — |
| Corporations and other businesses | Fewer than 5 | — | — |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ron Bezoza | Registered representative | Jan 2026 (1y) | ||
| William Jarrad Littleton | Registered representative | Jan 2026 (1y) | ||
| Natalie Munn | Registered representative | Jul 2026 (0y) |
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) | 07/20/2026 | 887 KB | 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗