LAFAYETTE INVESTMENTS, INC.
CRD #22471 SEC #801-32522 ASHTON, MD 301-570-2959
SEC Registered
Total AUM
$895M
Discretionary
$895M
Employees
7
Clients
26
Accounts
587
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $895M | $895M | $0 | 7 | 0 |
| Mar 2025 | $846.9M | $846.9M | $0 | 7 | 0 |
| Mar 2024 | $773.6M | $773.6M | $0 | 7 | 0 |
| Apr 2023 | $715.6M | $715.6M | $0 | 7 | 0 |
| Mar 2023 | $715.6M | $715.6M | $0 | 7 | 0 |
| Jun 2022 | $783.8M | $783.8M | $0 | 7 | 0 |
| Mar 2022 | $783.8M | $783.8M | $0 | 7 | 0 |
| Nov 2021 | $769.2M | $769.2M | $0 | 8 | 0 |
| Sep 2021 | $769.2M | $769.2M | $0 | 8 | 0 |
| Mar 2021 | $482.6M | $482.6M | $0 | 9 | 0 |
| Jun 2020 | $477.1M | $477.1M | $0 | 9 | 0 |
| Mar 2020 | $477.1M | $477.1M | $0 | 9 | 0 |
| Oct 2019 | $415M | $415M | $0 | 10 | 0 |
| Mar 2019 | $415M | $415M | $0 | 10 | 0 |
| Nov 2018 | $445.9M | $445.9M | $0 | 10 | 0 |
| Mar 2018 | $445.9M | $445.9M | $0 | 10 | 0 |
| Mar 2017 | $408.5M | $408.5M | $0 | 10 | 200 |
| Mar 2016 | $378.2M | $378.2M | $0 | 10 | 200 |
| Apr 2015 | $391M | $391M | $0 | 10 | 200 |
| Mar 2015 | $391M | $391M | $0 | 10 | 200 |
| Mar 2014 | $370.1M | $370.1M | $0 | 10 | 200 |
| Mar 2013 | $310.8M | $310.8M | $0 | 10 | 200 |
| Jan 2013 | $290.1M | $290.1M | $0 | 10 | 500 |
| Jan 2013 | $290.1M | $290.1M | $0 | 10 | 500 |
| Mar 2012 | $290.1M | $290.1M | $0 | 6 | 500 |
| May 2011 | $291.8M | $291.8M | $0 | 10 | -- |
| Mar 2011 | $291.8M | $291.8M | $0 | 10 | -- |
| Mar 2010 | $260.8M | $260.8M | $0 | -- | -- |
| Mar 2008 | $287.1M | $287.1M | $0 | -- | -- |
| Mar 2007 | $274.8M | $274.8M | $0 | -- | -- |
| Mar 2006 | $239.7M | $239.7M | $0 | -- | -- |
| Sep 2005 | $212.8M | $212.8M | $0 | -- | -- |
| Mar 2004 | $181.2M | $181.2M | $0 | -- | -- |
| Oct 2001 | $115.8M | $78.9M | $36.9M | 10 | -- |
| Aug 2001 | $115.8M | $78.9M | $36.9M | 10 | -- |
DateSep 2025
Total AUM$895M
Discretionary$895M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$846.9M
Discretionary$846.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$773.6M
Discretionary$773.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$715.6M
Discretionary$715.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$715.6M
Discretionary$715.6M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$783.8M
Discretionary$783.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$783.8M
Discretionary$783.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$769.2M
Discretionary$769.2M
Non-Disc.$0
Employees8
Clients0
DateSep 2021
Total AUM$769.2M
Discretionary$769.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$482.6M
Discretionary$482.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$477.1M
Discretionary$477.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$477.1M
Discretionary$477.1M
Non-Disc.$0
Employees9
Clients0
DateOct 2019
Total AUM$415M
Discretionary$415M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$415M
Discretionary$415M
Non-Disc.$0
Employees10
Clients0
DateNov 2018
Total AUM$445.9M
Discretionary$445.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$445.9M
Discretionary$445.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$408.5M
Discretionary$408.5M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$378.2M
Discretionary$378.2M
Non-Disc.$0
Employees10
Clients200
DateApr 2015
Total AUM$391M
Discretionary$391M
Non-Disc.$0
Employees10
Clients200
DateMar 2015
Total AUM$391M
Discretionary$391M
Non-Disc.$0
Employees10
Clients200
DateMar 2014
Total AUM$370.1M
Discretionary$370.1M
Non-Disc.$0
Employees10
Clients200
DateMar 2013
Total AUM$310.8M
Discretionary$310.8M
Non-Disc.$0
Employees10
Clients200
DateJan 2013
Total AUM$290.1M
Discretionary$290.1M
Non-Disc.$0
Employees10
Clients500
DateJan 2013
Total AUM$290.1M
Discretionary$290.1M
Non-Disc.$0
Employees10
Clients500
DateMar 2012
Total AUM$290.1M
Discretionary$290.1M
Non-Disc.$0
Employees6
Clients500
DateMay 2011
Total AUM$291.8M
Discretionary$291.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$291.8M
Discretionary$291.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$260.8M
Discretionary$260.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$287.1M
Discretionary$287.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$274.8M
Discretionary$274.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$239.7M
Discretionary$239.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$181.2M
Discretionary$181.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2001
Total AUM$115.8M
Discretionary$78.9M
Non-Disc.$36.9M
Employees10
Clients--
DateAug 2001
Total AUM$115.8M
Discretionary$78.9M
Non-Disc.$36.9M
Employees10
Clients--