Kelman Lazarov Inc
● SEC registered since 1993CRD 107727SEC# 801-45185Memphis, TN
Reg. AUM
$894.6M
Employees
17
Accounts
1,512
Location
Memphis, TN
Kelman Lazarov Inc assets under management
Kelman Lazarov Inc is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 1993. It reports $894.6 million in regulatory assets under management and employs 17 people.
Kelman Lazarov Inc owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew D Buzan Control | Treasurer/Chief Investment Officer | 10-25% | 2026 |
| April Rice Lowery | Senior Financial Advisor | Under 5% | 2025 |
| Christopher John Purcell | Senior Financial Advisor | Under 5% | 2018 |
| Jacob Cullen Samuels Control | Senior Portfolio Manager | 5-10% | 2019 |
| Keith Francis Schmitt Control | President/Director Of Financial Planning | 25-50% | 2026 |
| Martin Samuel Kelman Control | Chairman | 10-25% | 1981 |
| Michael Munekata Control | Chief Compliance Officer | 5-10% | 2019 |
| Patrick Joseph O'Hearn Control | Secretary/Senior Financial Advisor | 10-25% | 2026 |
| Ronald Jay Lazarov Control | Founding Partner | 10-25% | 1979 |
Frequently asked questions
How much does Kelman Lazarov Inc manage?
Kelman Lazarov Inc reports $894.6 million in regulatory assets under management on its Form ADV.
How many employees does Kelman Lazarov Inc have?
Kelman Lazarov Inc reports 17 employees.
Where is Kelman Lazarov Inc located?
Kelman Lazarov Inc is based in Memphis, TN and has been SEC-registered since 1993.
Does Kelman Lazarov Inc disclose fund performance?
Kelman Lazarov Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 Poplar Ave, Ste 2805, Memphis, TN 38137-2805 |
| Phone | 901-685-8284 |
| Fax | 901-685-8013 |
| Office hours | 8:30 a.m. - 5 p.m. M-Th, 8:30 a.m. - 3 p.m. F |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1672067 |
| Discloses disciplinary history | No |
Regulatory AUM
$894.6M▲ 27%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,306 advisers
EmployeesTop 28%
More than 72% of 16,824 advisers
Assets under management
$894.6Mregulatory AUM
Discretionary $894.6M