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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

LAFAYETTE ADVISORS LLC

CRD 165241

NORFOLK, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e67f3cd-6d45-0083-9196-0a137206f701

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 4
On other graphs: 0
Observed: Sep 4, 2012 to Mar 27, 2024
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $41.5MItem 5.F on the latest filing (2024-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $41.5M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 5
SEC number: 801-77128
CRD: 165241
Filings on the tape: 24
First filed: Sep 4, 2012
Latest filed: Mar 27, 2024
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BELSHE, JENNIFER, MARIE	Member	D	yes	03/2011	Mar 28, 2014	Mar 27, 2024
CONNELLY, CHRISTOPHER, GEORGE	Member	D	yes	03/2011	Mar 28, 2014	Mar 27, 2024
NOVUS ADVISORS	Member	D	yes	08/2103	Mar 28, 2014	Mar 27, 2024
WILBANKS FAMILY, LLC	Member	C	yes	01/2010	Sep 4, 2012	Mar 27, 2024
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC	Member	D	yes	07/2012	Sep 4, 2012	Mar 27, 2024
WILBANKS, WAYNE, FREEMAN	PRESIDENT, CLASS A MANAGER	Na	yes	07/2012	Sep 4, 2012	Mar 27, 2024
WILBANKS, WAYNE, FREEMAN	Member	E	yes	12/2009	Sep 4, 2012	Mar 27, 2024
BELSHE, JENNIFER, MARIE	VICE PRESIDENT & CLASS B MANAGER	Na	no	08/2013	Mar 28, 2014	Mar 27, 2024
CONNELLY, CHRISTOPHER, GEORGE	ASSISTANT VICE PRESIDENT	Na	no	03/2014	Mar 28, 2014	Mar 27, 2024
ELLIOTT, DAVID, JAMES KYLE	ASSISTANT VICE PRESIDENT	Na	no	03/2014	Feb 27, 2015	Mar 27, 2024
GARBER, THERESA, ANN	CHIEF COMPLIANCE OFFICER	Na	no	01/2023	May 8, 2014	Mar 27, 2024
ROSEMONT PARTNERS III, LP	Member	C	no	09/2016	Oct 6, 2016	Mar 27, 2024
SCHEFFEL, ROGER, HERMAN	ASSISTANT VICE PRESIDENT	Na	no	03/2014	Feb 27, 2015	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC	n/a	Former SEC adviser	$191M	Y	yes	n/a
NOVUS ADVISORS, LLC	n/a	Independent wealth	$91.3M	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Greenville	Sc	United States	2	no
Raleigh	Nc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 27, 2024	$41.5M	$41.5M	8	5	2	n/a	n/a
2022	Mar 30, 2023	$36.4M	$36.4M	8	5	2	n/a	n/a
2021	Mar 9, 2022	$42.4M	$42.4M	5	5	2	n/a	n/a
2020	Mar 25, 2021	$38.6M	$38.6M	5	5	2	n/a	n/a
2019	Mar 27, 2020	$46.0M	$46.0M	5	5	2	n/a	n/a
2018	Mar 28, 2019	$66.7M	$66.7M	6	6	2	n/a	n/a
2017	Mar 27, 2018	$85.0M	$85.0M	8	5	2	n/a	n/a
2016	Mar 17, 2017	$88.7M	$88.7M	7	5	n/a	n/a	n/a
2015	Mar 29, 2016	$85.1M	$85.1M	7	5	n/a	n/a	n/a
2014	Feb 27, 2015	$76.8M	$76.8M	7	5	n/a	n/a	n/a
2013	Mar 28, 2014	$0	$0	6	6	n/a	n/a	n/a
2012	Mar 28, 2013	n/a	n/a	6	6	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$41.5M	$36.4M	14.0%	$38.6M	2.5%	8	8	2	2

Relationships

Affiliated with (4)

← NOVUS ADVISORSRegistered adviserother investment adviser
factForm ADV
← WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ NOVUS ADVISORSRegistered adviserother investment adviser, control
factForm ADV

Controls (6)

← WILBANKS, WAYNE, FREEMANOwnerMEMBER, ownership code E, individual
Sep 4, 2012 to presentfactForm ADV
← WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLCOwnerMEMBER, ownership code D, domestic entity
Sep 4, 2012 to presentfactForm ADV
← NOVUS ADVISORSOwnerMEMBER, ownership code D, domestic entity
Mar 28, 2014 to presentfactForm ADV
← CONNELLY, CHRISTOPHER, GEORGEOwnerMEMBER, ownership code D, individual
Mar 28, 2014 to presentfactForm ADV
← BELSHE, JENNIFER, MARIEOwnerMEMBER, ownership code D, individual
Mar 28, 2014 to presentfactForm ADV
← WILBANKS FAMILY, LLCOwnerMEMBER, ownership code C, domestic entity
Sep 4, 2012 to presentfactForm ADV

Owns (6)

← ELLIOTT, DAVID, JAMES KYLEOwnerASSISTANT VICE PRESIDENT, ownership code NA, individual
Feb 27, 2015 to presentfactForm ADV
← SCHEFFEL, ROGER, HERMANOwnerASSISTANT VICE PRESIDENT, ownership code NA, individual
Feb 27, 2015 to presentfactForm ADV
← CONNELLY, CHRISTOPHER, GEORGEOwnerASSISTANT VICE PRESIDENT, ownership code NA, individual
Mar 28, 2014 to presentfactForm ADV
← GARBER, THERESA, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 8, 2014 to presentfactForm ADV
← BELSHE, JENNIFER, MARIEOwnerVICE PRESIDENT & CLASS B MANAGER, ownership code NA, individual
Mar 28, 2014 to presentfactForm ADV
← ROSEMONT PARTNERS III, LPOwnerMEMBER, ownership code C, domestic entity
Oct 6, 2016 to presentfactForm ADV

Dated events

Occurred
Oct 28, 2020
Control person left
Ashley Matthew Swendiman (Chief Compliance Officer) no longer on Schedule A of Lafayette Advisors Llc (listed 2020-03-27, absent 2020-10-28)
Form ADVobserved 5 days ago
Occurred
Oct 1, 2019
Control person left
Daniel Patrick Hayes (Chief Compliance Officer) no longer on Schedule A of Lafayette Advisors Llc (listed 2019-08-29, absent 2019-10-01)
Form ADVobserved 5 days ago
Occurred
Oct 1, 2019
Control person joined
Ashley Matthew Swendiman (Chief Compliance Officer) appeared on Schedule A of Lafayette Advisors Llc
Form ADVobserved 5 days ago
Occurred
Sep 4, 2012
First Form ADV filing
Lafayette Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e67f3cd-6d45-0083-9196-0a137206f701
First observed: Sep 4, 2012
Last observed: Mar 27, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LAFAYETTE ADVISORS LLC

CRD 165241

NORFOLK, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e67f3cd-6d45-0083-9196-0a137206f701

Data as of Mar 27, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:44 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BELSHE, JENNIFER, MARIE

Member

yes

03/2011

Mar 28, 2014

Mar 27, 2024

CONNELLY, CHRISTOPHER, GEORGE

Member

yes

03/2011

Mar 28, 2014

Mar 27, 2024

NOVUS ADVISORS

Member

yes

08/2103

Mar 28, 2014

Mar 27, 2024

WILBANKS FAMILY, LLC

Member

yes

01/2010

Sep 4, 2012

Mar 27, 2024

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Member

yes

07/2012

Sep 4, 2012

Mar 27, 2024

WILBANKS, WAYNE, FREEMAN

PRESIDENT, CLASS A MANAGER

yes

07/2012

Sep 4, 2012

Mar 27, 2024

WILBANKS, WAYNE, FREEMAN

Member

yes

12/2009

Sep 4, 2012

Mar 27, 2024

BELSHE, JENNIFER, MARIE

VICE PRESIDENT & CLASS B MANAGER

08/2013

Mar 28, 2014

Mar 27, 2024

CONNELLY, CHRISTOPHER, GEORGE

ASSISTANT VICE PRESIDENT

03/2014

Mar 28, 2014

Mar 27, 2024

ELLIOTT, DAVID, JAMES KYLE

ASSISTANT VICE PRESIDENT

03/2014

Feb 27, 2015

Mar 27, 2024

GARBER, THERESA, ANN

CHIEF COMPLIANCE OFFICER

01/2023

May 8, 2014

Mar 27, 2024

ROSEMONT PARTNERS III, LP

Member

09/2016

Oct 6, 2016

Mar 27, 2024

SCHEFFEL, ROGER, HERMAN

ASSISTANT VICE PRESIDENT

03/2014

Feb 27, 2015

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

n/a

Former SEC adviser

$191M

yes

n/a

NOVUS ADVISORS, LLC

n/a

Independent wealth

$91.3M

n/a

City

State

Country

Employees

Also broker-dealer

Greenville

United States

Raleigh

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 27, 2024

$41.5M

n/a

2022

Mar 30, 2023

$36.4M

n/a

2021

Mar 9, 2022

$42.4M

n/a

2020

Mar 25, 2021

$38.6M

n/a

2019

Mar 27, 2020

$46.0M

n/a

2018

Mar 28, 2019

$66.7M

n/a

2017

Mar 27, 2018

$85.0M

n/a

2016

Mar 17, 2017

$88.7M

n/a

2015

Mar 29, 2016

$85.1M

n/a

2014

Feb 27, 2015

$76.8M

n/a

2013

Mar 28, 2014

n/a

2012

Mar 28, 2013

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$41.5M

$36.4M

14.0%

$38.6M

2.5%