S
Stratton Lamb Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$85,673,978
Total clients
9
100% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
9
Average account size
$9,519,331
About
Stratton Lamb Advisors LLC provides wealth management services—including discretionary investment management, strategic financial planning and estate planning—to individuals and families with complex financial situations. The firm manages roughly $85.7 million for a very small roster of clients (fewer than ten) and limits new client intake.
Its investment approach stresses asset-class selection and diversification, with individual security selection grounded in fundamental analysis and a long-term buy-and-hold orientation (the firm generally avoids short-term trading, short selling, margin and option writing). Portfolios are tailored to each client’s objectives, risk capacity and time horizon, with clients able to impose written restrictions and receive regular monitoring and reporting.
A distinctive aspect of the firm is that one principal is a licensed attorney who, as a sole practitioner, devotes up to 10% of professional time to providing tax and estate legal services and may offer those services to clients, an affiliation the firm discloses as a potential conflict of interest. The practice is a small, two-principal advisory that does not offer proprietary products or accept third-party compensation from custodians, and it emphasizes close, individualized engagement with high-net-worth clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General estate planning guidance
Fee options
0.70% of client assets under management
Account minimum: $1,000,000
Main office location
Stratton Lamb Advisors LLC
Boston MA, United States
Number of offices
1
Most active in
Stratton Lamb Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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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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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