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KELMAN LAZAROV INC

MEMPHIS, TN · CRD 107727 · IAPD ↗ · kelman-lazarov.com · 901-685-8284

$894.6MRegulatory AUM
13Advisory reps
17Employees
0Clients
251-500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — KELMAN LAZAROV INC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — KELMAN LAZAROV INC reported RAUM up 27% ($705.4M -> $894.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — KELMAN LAZAROV INC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.