Lombard Advisers Incorporated
Baltimore, MD·SEC-registered · CRD #108231
Lombard Advisers Incorporated is an SEC-registered investment advisory firm in Baltimore, MD managing $670M across 2.3k client accounts, with 30 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$670M
Client accounts
2.3k
Advisory staff
30
Fee model
Fee-based
How Lombard Advisers Incorporated is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lombard Advisers Incorporated
How much does Lombard Advisers Incorporated manage?
Per its most recent SEC Form ADV filing (03/27/2026), Lombard Advisers Incorporated reports $670M in regulatory assets under management across roughly 2.3k client accounts.
How does Lombard Advisers Incorporated charge?
Lombard Advisers Incorporated is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lombard Advisers Incorporated a fiduciary?
Yes. Lombard Advisers Incorporated is registered with the U.S. Securities and Exchange Commission (CRD #108231), 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 Lombard Advisers Incorporated 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 Lombard Advisers Incorporated and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Lombard Advisers Incorporated's public SEC Form ADV filing (CRD #108231, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lombard Advisers Incorporated. 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 Lombard Advisers Incorporated? Claim this profile.