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Lafayette Investments, Inc.

Updated today

Client assets under management

$797,205,604

Clients

240

68% high-net worth

Advisors

6

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

40

Low

Average account size

$3,321,690

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

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing

Fee options

Fixed

Fixed fees reported in SEC Part 1 but no specific amounts detailed in brochure

Percentage

$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%

Other

Account minimum: $1,000,000

Main office location

Lafayette Investments, Inc.

17830 New Hampshire Avenue, Suite 201

Ashton MD 20861, United States

Number of offices

1

Most active in

California · District of Columbia · Florida · Maryland · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
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