Lombard Advisers Incorporated

Overview

Lombard Advisers Incorporated is an SEC registered investment adviser based in Baltimore, MD, registered since 1995. It reports $67M in assets under management across 1,456 accounts, with 41 employees. It has 33 investment adviser representatives.

Reported AUM

$67M

Discretionary

37%

Accounts

1,456

Average account

$46K

Employees

41

Advisory reps

33

Registered since

1995

Jurisdictions

19

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Charles Curtis Fox Chief Executive Officer CRD 1201770
• Terry Lynn Donlan Welker Chief Compliance Officer CRD 2825889
• William Stephen Socha Chief Financial Officer CRD 712323

Advisory reps 3 of 33

• Leslie Marvin Boyce Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3016175
• Johnny G Brown Jr. Registered Rep · Investment Adviser Rep CRD 5408594
• Carrie Lynn Busse Registered Rep · Investment Adviser Rep CRD 4270168

30 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1820 Lancaster St
Baltimore, MD 21231

County

Baltimore City

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 19 jurisdictions
• Website: golombard.com

Every state, with registration dates

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