KELMAN LAZAROV INC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 107727). Regulatory assets under management: $894.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Martin Samuel Kelman | CHAIRMAN | — |
| Ronald Jay Lazarov | FOUNDING PARTNER; PRESIDENT | — |
| Michael Munekata | CHIEF COMPLIANCE OFFICER | Memphis, TN |
| Keith Francis Schmitt | DIRECTOR OF FINANCIAL PLANNING; PRESIDENT/DIRECTOR OF FINANCIAL PLANNING | — |
| Andrew D Buzan | CO-CHIEF INVESTMENT OFFICER; TREASURER/CHIEF INVESTMENT OFFICER | — |
| Patrick Joseph O'Hearn | SECRETARY/SENIOR FINANCIAL ADVISOR; SENIOR FINANCIAL ADVISOR | — |
| Jacob Cullen Samuels | SENIOR PORTFOLIO MANAGER | — |
| KELMAN MARTIN SAMUEL | CHAIRMAN | — |
| LAZAROV RONALD JAY | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT; CHIEF COMPLIANCE OFFICER (+2 more) | — |
| KAIL JO ANN F | CHIEF COMPLIANCE OFFICER | — |
| ELLIS KRISTEN MATTINGLY | CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY; COMPLIANCE OFFICER AND ASSISTANT SECRETARY | — |
| MARTIN JESSICA MOSBY | CHIEF COMPLIANCE OFFICER | — |
| MUNEKATA MICHAEL | CHIEF COMPLIANCE OFFICER | — |
| SCHMITT KEITH FRANCIS | DIRECTOR OF FINANCIAL PLANNING | — |
| BUZAN ANDREW D | CO-CHIEF INVESTMENT OFFICER | — |
| O'Hearn Patrick Joseph | SENIOR FINANCIAL ADVISOR | — |
| Christopher John Purcell | SENIOR FINANCIAL ADVISOR | — |
| April Rice Lowery | SENIOR FINANCIAL ADVISOR | — |