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LAW & ASSOCIATES INC

CRD 105350File 801-16929
APPROVED
Retail clients
Filing as of Apr 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$326.6M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $326.6M
Clients
309
1,658 accounts
Employees
6
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

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 typeClientsAUM
Other6$1.1M
Charitable organizationsFewer than 5$2.3M
High net worth individuals54$200.5M
Banking or thrift institutions5$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

DateFieldFromToChange
Aug 17, 2026Clients319309decreased by10
Apr 1, 2026Clients261319increased by58
Apr 1, 2026AUM$304,647,588$326,576,439increased by$21,928,851
Apr 1, 2026Accounts1,6231,658increased by35
May 1, 2025
vs Oct 1, 2022
Clients265261decreased by4
May 1, 2025
vs Oct 1, 2022
AUM$216,775,000$304,647,588increased by$87,872,588
May 1, 2025
vs Oct 1, 2022
Accounts1,0471,623increased by576
Apr 1, 2022Employees56increased by1
Apr 1, 2022Clients255265increased by10
Apr 1, 2022AUM$196,141,730$216,775,000increased by$20,633,270
Apr 1, 2022Accounts1,0111,047increased by36
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LAW ASSOCIATES” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAW ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.

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.