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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
- Website
- HTTP://WWW.STANLEYLAMAN.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 75 | $142.8M |
| Charitable organizations | Fewer than 5 | $2.9M |
| High net worth individuals | 200 | $739.3M |
| Pooled investment vehicles | 1 | $125.3M |
| Pension and profit sharing plans | Fewer than 5 | $10.5M |
| Individuals (other than high net worth individuals) | 25 | $2.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 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.

