J.F. Lehman and Company LLC
New York, NY·SEC-registered · CRD #292932
J.F. Lehman and Company LLC is an SEC-registered investment advisory firm in New York, NY managing $9.0B across 26 client accounts, with 45 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.0B
Client accounts
26
Advisory staff
45
Fee model
Fee-only
How J.F. Lehman and Company LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about J.F. Lehman and Company LLC
How much does J.F. Lehman and Company LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), J.F. Lehman and Company LLC reports $9.0B in regulatory assets under management across roughly 26 client accounts.
How does J.F. Lehman and Company LLC charge?
J.F. Lehman and Company LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is J.F. Lehman and Company LLC a fiduciary?
Yes. J.F. Lehman and Company LLC is registered with the U.S. Securities and Exchange Commission (CRD #292932), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is J.F. Lehman and Company LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks J.F. Lehman and Company LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York, NY
Profile compiled from J.F. Lehman and Company LLC's public SEC Form ADV filing (CRD #292932, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of J.F. Lehman and Company LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with J.F. Lehman and Company LLC? Claim this profile.