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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GOLDMAN LANCASTER, INC.

CRD 136134

LONG BEACH, CA

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:b99b6769-8353-e75c-7ae3-28c5d0cf0d30

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2013 to Apr 29, 2026
28 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: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $361MItem 5.F on the latest filing (2026-04-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $336M
Private client RAUM: $334MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $120Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 752
Individual clients: 296
High net worth clients: 84
SEC number: 801-78300
CRD: 136134
Filings on the tape: 28
First filed: Jun 27, 2013
Latest filed: Apr 29, 2026
Organised: Corporation, CA
Website: goldmanlancaster.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GLENN ROBERT GOLDMAN	n/a	LONG BEACH, CA	4	33	1	yes
BRADLEY REAGAN LANCASTER	Certified Financial Planner	LONG BEACH, CA	4	32	1	yes
MICHAEL ANTHONY MARTIN	n/a	LONG BEACH, CA	4	19	1	yes

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
GOLDMAN, GLENN, ROBERT	PRESIDENT & CHIEF COMPLIANCE OFFICER	D	yes	02/1994	Jun 27, 2013	Mar 29, 2024
LANCASTER, BRADLEY, REAGAN	VICE PRESIDENT	D	yes	02/1994	Jun 27, 2013	Mar 29, 2024

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; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 29, 2026	$361M	$336M	5	3	0	n/a	n/a
2024	Mar 18, 2025	$321M	$296M	5	3	0	n/a	n/a
2023	Mar 28, 2024	$298M	$273M	5	3	0	n/a	n/a
2022	Mar 28, 2023	$251M	$229M	5	3	0	n/a	n/a
2021	Mar 25, 2022	$266M	$242M	5	3	0	n/a	n/a
2020	Mar 30, 2021	$242M	$220M	3	3	0	n/a	n/a
2019	Mar 30, 2020	$221M	$203M	3	3	0	n/a	n/a
2018	Mar 28, 2019	$203M	$188M	3	3	0	n/a	n/a
2017	Mar 23, 2018	$202M	$188M	3	3	0	n/a	n/a
2016	Mar 31, 2017	$168M	$160M	3	3	n/a	n/a	n/a
2015	Mar 30, 2016	$156M	$150M	3	3	n/a	n/a	n/a
2014	Mar 30, 2015	$149M	$149M	3	3	n/a	n/a	n/a
2013	Jan 10, 2014	$143M	$143M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

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
2025	$361M	$321M	12.3%	$251M	12.9%	5	5	0	0

Relationships

Registered with (3)

← GLENN ROBERT GOLDMANAdvisorregistration: previous registration
Jun 8, 1994 to Dec 31, 2021factForm ADV
← BRADLEY REAGAN LANCASTERAdvisorregistration: previous registration
Jun 8, 1994 to Dec 31, 2021factForm ADV
← MICHAEL ANTHONY MARTINAdvisorregistration: previous registration
Oct 31, 2013 to Dec 31, 2021factForm ADV

Controls (2)

← GOLDMAN, GLENN, ROBERTOwnerPRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 27, 2013 to Mar 29, 2024factForm ADV
← LANCASTER, BRADLEY, REAGANOwnerVICE PRESIDENT, ownership code D, individual
Jun 27, 2013 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jun 27, 2013
First Form ADV filing
Goldman Lancaster, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b99b6769-8353-e75c-7ae3-28c5d0cf0d30
First observed: Jun 27, 2013
Last observed: Apr 29, 2026 4 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.

GOLDMAN LANCASTER, INC.

CRD 136134

LONG BEACH, CA

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:b99b6769-8353-e75c-7ae3-28c5d0cf0d30

Data as of Apr 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GLENN ROBERT GOLDMAN

n/a

LONG BEACH, CA

yes

BRADLEY REAGAN LANCASTER

Certified Financial Planner

LONG BEACH, CA

yes

MICHAEL ANTHONY MARTIN

n/a

LONG BEACH, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOLDMAN, GLENN, ROBERT

PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

02/1994

Jun 27, 2013

Mar 29, 2024

LANCASTER, BRADLEY, REAGAN

VICE PRESIDENT

yes

02/1994

Jun 27, 2013

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$361M

$336M

n/a

2024

Mar 18, 2025

$321M

$296M

n/a

2023

Mar 28, 2024

$298M

$273M

n/a

2022

Mar 28, 2023

$251M

$229M

n/a

2021

Mar 25, 2022

$266M

$242M

n/a

2020

Mar 30, 2021

$242M

$220M

n/a

2019

Mar 30, 2020

$221M

$203M

n/a

2018

Mar 28, 2019

$203M

$188M

n/a

2017

Mar 23, 2018

$202M

$188M

n/a

2016

Mar 31, 2017

$168M

$160M

n/a

2015

Mar 30, 2016

$156M

$150M

n/a

2014

Mar 30, 2015

$149M

n/a

2013

Jan 10, 2014

$143M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$361M

$321M

12.3%

$251M

12.9%