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LOUNTZIS ASSET MANAGEMENT, LLC
CRD 118923File 801-80715
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$624.1M
Above cohort median (national)
Discretionary AUM
$624.1M
Clients
155
325 accounts
Employees
5
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 2, 2015
- Principal office
- 60 COMMERCE DRIVE, WYOMISSING, PA, 19610
- Phone
- (610) 375-2585
- Website
- HTTPS://WWW.LOUNTZIS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $624.1M
- Discretionary AUM
- $624.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 325
- Non-discretionary accounts
- 0
- Total accounts
- 325
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.0M |
| High net worth individuals | 99 | $580.8M |
| Pooled investment vehicles | 1 | $10.1M |
| Pension and profit sharing plans | Fewer than 5 | $14.3M |
| Individuals (other than high net worth individuals) | 55 | $15.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Clients | 149 | 155 | increased by6 |
| Apr 1, 2026 | AUM | $548,781,417 | $624,143,653 | increased by$75,362,236 |
| Apr 1, 2026 | Accounts | 298 | 325 | increased by27 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 146 | 149 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $415,550,049 | $548,781,417 | increased by$133,231,368 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 245 | 298 | increased by53 |
| Apr 1, 2022 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2022 | Clients | 112 | 146 | increased by34 |
| Apr 1, 2022 | AUM | $303,369,154 | $415,550,049 | increased by$112,180,895 |
| Apr 1, 2022 | Accounts | 226 | 245 | increased by19 |
| 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 “LOUNTZIS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOUNTZIS ASSET” 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.