Lafayette Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$797,205,604
Clients
240
Advisors
6
of 7 employees
About
Lafayette Investments, Inc. is an SEC-registered advisory firm founded in 1988 that provides discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations and other entities. The firm reports managing approximately $943 million in discretionary assets for about 240 clients and generally requires a $1,000,000 minimum account, with waivers available in certain circumstances.
The firm’s investment process combines fundamental and qualitative analysis across equities, fixed income (including municipal and corporate debt), mutual funds and ETFs, and allocates assets among stocks, bonds and money-market instruments to match client objectives. Lafayette operates on a discretionary-only basis, conducts weekly reviews and daily monitoring of holdings, and emphasizes long-term, low-turnover positions—stating it is not unusual to hold individual stocks for a decade or more.
Distinctive features include a long-standing municipal bond group and an explicit focus on fixed income within the advisory platform, alongside a relatively small client base for a near‑$1 billion adviser, which implies higher average assets per client than many peers. The firm leaves proxy voting to clients rather than voting on their behalf, recommends Schwab Institutional for custody and trade execution, and maintains internal compliance procedures and a team with several professional credentials (CPA, CFA, CFP, PFS) among its advisory staff.
Client services
Expertise
Fee options
Fixed fees reported in SEC Part 1 but no specific amounts detailed in brochure
$0 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $10,000,000: 0.65% $10,000,001+: 0.50%
Account minimum: $1,000,000
Main office
17830 New Hampshire Avenue, Suite 201
Ashton MD 20861
Advisors at this office
6
Most active in
California · District of Columbia · Florida · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Lafayette Investments, Inc. · Lafayette Square Partners, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Ryan K
Series 63, Series 65
Ashton, MD
Lafayette Investments, Inc.
Ryan Klinger is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, charities, and business entities with discretionary portfolio management. The firm employs a long-term, low-turnover investment approach focused on fundamental and qualitative security analysis, managing portfolios that include equities, fixed income, mutual funds, and ETFs.
Mark H
Series 65
Ashton, MD
Lafayette Investments, Inc.
Mark Hughes is a financial advisor at Lafayette Investments, Inc. with 32 years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.
Scott D
Series 63, Series 65
Ashton, MD
Lafayette Investments, Inc.
Scott Dinn is a financial advisor with Lafayette Investments, Inc. in Ashton, MD, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Lafayette Investments since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis and employs a long-term, low-turnover investment approach, managing portfolios customized to client objectives and restrictions.
Lawrence J
Series 63, Series 65
Ashton, MD
Lafayette Investments, Inc.
Lawrence Judge is a financial advisor at Lafayette Investments, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lafayette Investments since 2010. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm focuses on fundamental and qualitative security analysis with a long-term, low-turnover investment approach, managing portfolios across equities, municipal and corporate fixed income, mutual funds, and ETFs.
Brendan H
Series 65
Ashton, MD
Lafayette Investments, Inc.
Brendan Hughes is a financial advisor at Lafayette Investments, Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Lafayette Investments since 2015. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.
Robert N
CFP®
Ashton, MD
Lafayette Investments, Inc.
Robert Noyes is a CFP® professional with 31 years of industry experience. He has been with Lafayette Investments, Inc. since 2005. Lafayette Investments is a SEC-registered investment adviser that provides discretionary portfolio management to individuals, retirement plans, trusts, estates, charities, and business entities. The firm emphasizes fundamental and qualitative security analysis, mutual fund and ETF due diligence, and a long-term, low-turnover investment approach.
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