KELMAN LAZAROV INC
SEC RegisteredThe human side of wealth management.
About the firm
As pioneering financial planners since 1979, Kelman Lazarov has invested in relationships first, understanding clients and their families as if they are their own. As fiduciaries, the firm provides wise counsel aligned with client goals, and as of 12/31/2024 stewards more than $700 million in client assets under management, serving scores of families across multiple generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management (education planning, retirement planning, income distribution planning), asset management (portfolio design, investment management, performance monitoring), risk management and insurance services (life, disability, and business insurance), tax planning (income, investment, income distribution, and business tax planning), estate services (multi-generational wealth transfer, charitable and gift planning, asset protection), and employer/business services (401k, 403b, and profit sharing plans).
Who they serve
Business owners, professionals, affluent families, and others, including clients across multiple generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 251 | $71M |
| High Net Worth Individuals | 323 | $818M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $4.3M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KELMAN LAZAROV INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.