LOMBARD ADVISERS INCORPORATED
CRD #108231 SEC #801-114981 BALTIMORE, MD 410-342-1300
SEC Registered
Total AUM
$567.4M
Discretionary
$199.1M
Employees
42
Clients
--
Accounts
1,377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $567.4M | $199.1M | $368.4M | 42 | 0 |
| Nov 2024 | $366.4M | $167.5M | $198.9M | 44 | 0 |
| Mar 2024 | $366.4M | $167.5M | $198.9M | 44 | 0 |
| Nov 2023 | $257.7M | $130.3M | $127.4M | 43 | 0 |
| Aug 2023 | $257.7M | $130.3M | $127.4M | 43 | 0 |
| Mar 2023 | $257.7M | $130.3M | $127.4M | 43 | 0 |
| May 2022 | $254.5M | $108M | $146.5M | 44 | 0 |
| Mar 2022 | $254.5M | $108M | $146.5M | 44 | 0 |
| Nov 2021 | $202.1M | $84.1M | $118M | 42 | 0 |
| May 2021 | $202.1M | $84.1M | $118M | 42 | 0 |
| Mar 2021 | $202.1M | $84.1M | $118M | 42 | 0 |
| Jun 2020 | $157.9M | $69.3M | $88.6M | 41 | 0 |
| Apr 2020 | $157.9M | $69.3M | $88.6M | 41 | 0 |
| Aug 2019 | $112.5M | $51.3M | $61.3M | 38 | 0 |
| Mar 2019 | $112.5M | $51.3M | $61.3M | 38 | 0 |
| Mar 2019 | $112.5M | $51.3M | $61.3M | 38 | 0 |
DateMar 2025
Total AUM$567.4M
Discretionary$199.1M
Non-Disc.$368.4M
Employees42
Clients0
DateNov 2024
Total AUM$366.4M
Discretionary$167.5M
Non-Disc.$198.9M
Employees44
Clients0
DateMar 2024
Total AUM$366.4M
Discretionary$167.5M
Non-Disc.$198.9M
Employees44
Clients0
DateNov 2023
Total AUM$257.7M
Discretionary$130.3M
Non-Disc.$127.4M
Employees43
Clients0
DateAug 2023
Total AUM$257.7M
Discretionary$130.3M
Non-Disc.$127.4M
Employees43
Clients0
DateMar 2023
Total AUM$257.7M
Discretionary$130.3M
Non-Disc.$127.4M
Employees43
Clients0
DateMay 2022
Total AUM$254.5M
Discretionary$108M
Non-Disc.$146.5M
Employees44
Clients0
DateMar 2022
Total AUM$254.5M
Discretionary$108M
Non-Disc.$146.5M
Employees44
Clients0
DateNov 2021
Total AUM$202.1M
Discretionary$84.1M
Non-Disc.$118M
Employees42
Clients0
DateMay 2021
Total AUM$202.1M
Discretionary$84.1M
Non-Disc.$118M
Employees42
Clients0
DateMar 2021
Total AUM$202.1M
Discretionary$84.1M
Non-Disc.$118M
Employees42
Clients0
DateJun 2020
Total AUM$157.9M
Discretionary$69.3M
Non-Disc.$88.6M
Employees41
Clients0
DateApr 2020
Total AUM$157.9M
Discretionary$69.3M
Non-Disc.$88.6M
Employees41
Clients0
DateAug 2019
Total AUM$112.5M
Discretionary$51.3M
Non-Disc.$61.3M
Employees38
Clients0
DateMar 2019
Total AUM$112.5M
Discretionary$51.3M
Non-Disc.$61.3M
Employees38
Clients0
DateMar 2019
Total AUM$112.5M
Discretionary$51.3M
Non-Disc.$61.3M
Employees38
Clients0