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LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES
Legal name: LEHRER KENNETH EUGENE DR
CRD 105835File 801-25934
APPROVED
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$286.3M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $286.3M
Clients
9
9 accounts
Employees
1
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Dec 12, 1985
- Principal office
- 5555 DEL MONTE DRIVE, SUITE 802, HOUSTON, TX, 77056-4117
- Phone
- 713-626-8184
- Website
- HTTPS://WWW.LEHECOSERV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $286.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $286.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 9
- Total accounts
- 9
- AUM per client
- $31.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 9 | $286.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Portfolio management for other
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 10 | 9 | decreased by1 |
| Mar 1, 2026 | AUM | $301,800,000 | $286,300,000 | decreased by$15,500,000 |
| Mar 1, 2026 | Accounts | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $240,000,000 | $301,800,000 | increased by$61,800,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 12 | 11 | decreased by1 |
| Apr 1, 2022 | AUM | $260,000,000 | $240,000,000 | decreased by$20,000,000 |
| Apr 1, 2022 | Accounts | 12 | 11 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEHRER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEHRER FINANCIAL” 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.