LAFAYETTE ADVISORS LLC

Latest filing: Mar 27, 2024 (456 days ago)
View on IAPD
Adviser Website

AUM

$41,526,332
14% change vs. 1 year ago
8% change vs. 3 years ago
-38% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

8
0% change vs. 1 year ago
60% change vs. 3 years ago
33% change vs. 5 years ago
33% change vs. 10 years ago

Main Office

NORFOLK, VA
150 WEST MAIN STREET, NORFOLK, VA, UNITED STATES, 23510

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
NOVUS ADVISORS, LLC $0.2 157908
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC $0.2 106060

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

13 active

Name Title
WILBANKS, WAYNE, FREEMAN PRESIDENT, CLASS A MANAGER, MEMBER
BELSHE, JENNIFER, MARIE VICE PRESIDENT & CLASS B MANAGER, MEMBER
CONNELLY, CHRISTOPHER, GEORGE MEMBER, ASSISTANT VICE PRESIDENT
ELLIOTT, DAVID, JAMES KYLE ASSISTANT VICE PRESIDENT
SCHEFFEL, ROGER, HERMAN ASSISTANT VICE PRESIDENT
GARBER, THERESA, ANN CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
VA, NC-05/08/2014, SC-05/08/2014, VA-09/17/2012
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV