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KELMAN LAZAROV INC
CRD 107727 · SEC 801-45185
5100 POPLAR AVE, STE 2805, MEMPHIS, TN, 38137-2805, United States
Phone
901-685-8284
Fax
901-685-8013
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$894.6M
Discretionary AUM
$894.6M
Team
17 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 251 | $71.5M |
| High net worth individuals | 323 | $817.5M |
| Pension/profit sharing plans | 3 | $4.3M |
| Charitable organizations | 2 | $1.3M |
States served
AL, AR, CA, GA, IL, LA, MD, MA, MI, MS, NY, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD