CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC.

CALEB LAWRENCE REGISTERED INVESTMENT ADVISER INC. is an SEC-registered investment adviser (CRD 108368). Regulatory assets under management: $6.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 108368
• Type: Registered investment adviser
• Phone: 775-528-8461
• Latest filing: 2026-02-26
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 108368 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search