# KELMAN LAZAROV INC

KELMAN LAZAROV INC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 107727
- Type: SEC-registered investment adviser
- SEC file number: 801-45185
- Location: 5100 POPLAR AVE, STE 2805, MEMPHIS, TN, 38137-2805
- Phone: 901-685-8284
- Latest filing: 2026-03-31
- Regulatory AUM: $894.6M
- Discretionary AUM: $894.6M
- Clients: 17
- Accounts: 1,512

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (18)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107727/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107727/similar
- Related entities: https://search.stillhousedata.com/firm/107727/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107727

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.