SourcingSourcing

LAFAYETTE INVESTMENTS, INC.

C38
CRD 22471·SEC 801-32522·ASHTON, MD
AUM
$942.8M
$500M-$1B
Est. Revenue
$9.4M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LAFAYETTE INVESTMENTS, INC.
CRD
22471
SEC file #
801-32522
EIN
521568449
DBA names
—

Economics

AUM
$942.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$415.0M → $942.8M▲ +127%
Client mix
Individuals High Net Worth164
Individuals Other76
Corporations5

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
ASHTON MD
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
lafayetteinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JUDGE, LAWRENCE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
JUDGE, LAWRENCE
DINN, SCOTT HATHAWAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LAFAYETTEINVESTMENTS.COM
Rdap Domain Creation Date
2002-04-17T17:50:02Z
Rdap Firm Age Years
24
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
No

SEC EDGAR

Edgar Cik
0001308377
Edgar Registered
Yes
Edgar Filing Count
91
Edgar First Filing Date
2005-02-04
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
89
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001308377-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5263
Soi Zip Pct 200k Plus
0.2829
Soi Zip Returns 200k Plus
430
Soi Zip Total AGI
264,327
Fdic Zip Total Deposits
2,490,061,000
Fdic Zip Branch Count
28
Fdic Zip Top Banks
Sandy Spring Bank
Sandy Spring National Bank of Maryland

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
17830 NEW HAMPSHIRE AVENUESUITE 201ASHTON, MD 20861
Business
17830 NEW HAMPSHIRE AVENUESUITE 201ASHTON, MD 20861
Edgar EIN
521568449
Edgar Recent Filings
13F-HR2026-04-27 · 0001308377-26-000002
13F-HR2026-02-04 · 0001308377-26-000001
Fdic Zip Branches Raw
Sandy Spring National Bank of MarylandAshton, MD
Sandy Spring National Bank of MarylandAshton, MD
Fdic Zip HHI
7730.32
Fdic Zip Top Bank Share Pct
87.47
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-04-17T17:50:02Z
Rdap Domain Last Changed
2026-02-16T07:28:54Z
Rdap Nameservers
Ns1.linode.comNs2.linode.comNs3.linode.comNs4.linode.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI3,173
Returns300
Stub 2
AGI6,054
Returns160
Stub 3
AGI9,520
Returns150
Soi Zip Total Business Income
11,953
Soi Zip Total Cap Gains
16,373
Soi Zip Total Dividends
8,913
Soi Zip Total Returns
1,520
Top Owner CRD
1840145
Trust Company Affiliate
No

People (6)

6
JUDGE, LAWRENCE
IAR · Direct Owner · 37.5%
1840145
DINN, SCOTT HATHAWAY
IAR · Direct Owner · 37.5%
1528157
NOYES, ROBERT ADAMS
IAR · Direct Owner · 17.5%
2538752
KLINGER, RYAN MICHAEL
IAR · Executive Officer · 2.5%
4710932
MARK HUGHES
IAR
2509970
Brendan Patrick Hughes
IAR
6727888