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STANLEY-LAMAN GROUP LTD.

CRD 112112File 801-45568
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$963.9M
Non-discretionary $59.6M
Clients
301
787 accounts
Employees
24
Above cohort median in PA

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
Jan 6, 1994
Principal office
1235 WESTLAKES DR, SUITE 295, BERWYN, PA, 19312
Phone
610-993-9100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.02B
Discretionary AUM
$963.9M
Non-discretionary AUM
$59.6M
Discretionary accounts
681
Non-discretionary accounts
106
Total accounts
787
AUM per client
$3.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other75$142.8M
Charitable organizationsFewer than 5$2.9M
High net worth individuals200$739.3M
Pooled investment vehicles1$125.3M
Pension and profit sharing plansFewer than 5$10.5M
Individuals (other than high net worth individuals)25$2.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • 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
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.