KELMAN LAZAROV INC

CRD

107727

SEC file #

801-45185

EIN

621079189

DBA names

—

Economics

AUM

$894.6M

AUM band

$500M-$1B

AUM trajectory

'20 · $398.8M

'21 · $473.5M

'22 · $533.4M

'23 · $621.4M

'25 · $705.4M

'26 · $894.6M

'20'26

$398.8M → $894.6M▲ +124%

sec adv history

Client mix

Individuals High Net Worth	323
Individuals Other	251
Pension Profit Sharing Plans	3
Charitable Organizations	2

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 11 advisors

'21 · 10 advisors

'22 · 10 advisors

'23 · 11 advisors

'25 · 12 advisors

'26 · 13 advisors

'20'26

11 advisors → 13 advisors▲ +18%

sec adv history

Primary office

MEMPHIS TN

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesEducational Seminars Workshops

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

kelman-lazarov.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SCHMITT, KEITH, FRANCIS

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

SCHMITT, KEITH, FRANCIS

BUZAN, ANDREW, D

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

KELMAN-LAZAROV.COM

Rdap Domain Creation Date

1996-12-31T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001672067

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2016-04-19

Edgar Last Filing Date

2026-04-27

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-27

Accession0001398344-26-007296

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

5100 POPLAR AVENUE STE. 2805MEMPHIS, TN 38137

Business

5100 POPLAR AVENUE STE. 2805MEMPHIS, TN 38137

Edgar EIN

621079189

Edgar Recent Filings

13F-HR2026-04-27 · 0001398344-26-007296

13F-HR2026-01-26 · 0001398344-26-001181

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-12-30T05:00:00Z

Rdap Domain Last Changed

2025-11-02T06:09:25Z

Rdap Nameservers

Ns10.digicertdns.comNs11.digicertdns.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Top Owner CRD

4931657

Trust Company Affiliate