Lashley Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$77,653,669
Clients
53
Advisors
1
of 3 employees
About
Lashley Wealth Management provides discretionary portfolio management and related investment advisory services to individuals, including high-net-worth clients, and to charitable organizations. The firm prepares an Investment Policy Statement for each client and manages about $77 million for roughly 50 clients while operating with a compact advisory team.
The firm’s investment approach is built on fundamental analysis and a long-term trading orientation, with portfolios concentrated in equities, fixed income, and exchange-traded funds. Accounts are generally managed on a discretionary basis, reviewed quarterly by the firm’s designated reviewer, and clients receive monthly account reports from the custodian.
Operationally, the brochure discloses that the firm requires clients to custody assets at Schwab Institutional and receives research, technology, and other services from Schwab that are described as potential soft-dollar benefits. The firm also does not participate in wrap fee programs or accept performance-based fees, maintains a Code of Ethics to address personal trading conflicts, and leaves proxy voting to custodians or issuers rather than voting client securities.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Account minimum: $1,000,000
Main office
1990 Main Street, Suite 750
Sarasota FL 34236
Advisors at this office
1
Most active in
Colorado · Florida · Kansas · Missouri · Texas
Also doing business as
Lashley Wealth Management · Lashley Wealth Management 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.
Forms ADV
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