LOUNTZIS ASSET MANAGEMENT, LLC

CRD 118923File 801-80715

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$624.1M

Above cohort median (national)

Discretionary AUM

$624.1M

Clients

155

325 accounts

Employees

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, 5G

Compensation

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 11

This 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.