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ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363File 801-24450
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$175.4M
Bottom 25% of cohort (national)
Discretionary AUM
$175.4M
Clients
101
110 accounts
Employees
4
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 11, 1985
- Principal office
- 3435 N HOLLAND SYLVANIA RD, TOLEDO, OH, 43615
- Phone
- 419-536-5200
- Website
- HTTP://WWW.ABLONLINE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $175.4M
- Discretionary AUM
- $175.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 110
- Non-discretionary accounts
- 0
- Total accounts
- 110
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.4M |
| Charitable organizations | Fewer than 5 | $4.4M |
| High net worth individuals | 63 | $143.3M |
| Pooled investment vehicles | 2 | $4.7M |
| Pension and profit sharing plans | Fewer than 5 | $4.2M |
| Individuals (other than high net worth individuals) | 36 | $15.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — POOLED FUNDS BASED ON FEES IN OPERATING MEMORANDUM
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.