LAW & ASSOCIATES INC

CRD 105350File 801-16929

APPROVED

Retail clients

Filing as of Apr 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$326.6M

Below cohort median (national)

Discretionary AUM

Non-discretionary $326.6M

Clients

309

1,658 accounts

Employees

Below cohort median in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Mar 22, 1982
Principal office: 6111 TULANE AVE, GLEN ECHO, MD, 20812-1205
Phone: [301]229-8500
Website: HTTP://WWW.LAWANDASSOCIATES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $326.6M
Discretionary AUM: $0
Non-discretionary AUM: $326.6M
Discretionary accounts: 0
Non-discretionary accounts: 1,658
Total accounts: 1,658
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$1.1M
Charitable organizations	Fewer than 5	$2.3M
High net worth individuals	54	$200.5M
Banking or thrift institutions	5	$2.7M
Individuals (other than high net worth individuals)	243	$117.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — PROJECT
A percentage of assets under your management

Advisory activities

Other
Publications
Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	319	309
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.