DFX Intelligence

RIA Intelligence

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SEC-registered adviser

S••••••••• G•••• L•••

Independent wealth managerBerwyn, PennsylvaniaCRD 112112SEC 801-45568website IAPD

Latest filing Apr 27, 2026

First filing on the tape Mar 28, 2012 · 20 filings

SEC status approved since Jan 6, 1994

RAUM

$1.0B

reported, Item 5.F

Discretionary

94%

of RAUM

Private clients

72%

$742M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$1.0B

derived; firm RAUM over IAPD count

Employees

13 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

20 filings and snapshots on the tape

RAUM$1.0B as of Apr 27, 2026

Mar 28, 2012$511M then

HNW client RAUM$739M as of Apr 27, 2026

Mar 29, 2018$446M then

State-registered IARs (5.B.3)6 as of Apr 27, 2026

Mar 26, 20132 then

Employees (5.A)24 as of Apr 27, 2026

Mar 26, 201315 then

Private funds1 as of Apr 27, 2026

Mar 28, 20121 then

RAUM +4.5% over the last fiscal year+8.6% a year over threeIARs 6 to 6

Practice profile

derived from the filing of Apr 27, 2026; every figure names its basis

Archetypes, each a printed rule

RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $1.0BderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 225derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.7MderivedHNW RAUM over HNW clients
Average account: $1.3MderivedRAUM over accounts (5.F.2.f)
Discretionary: 94%derivedof RAUM
Institutional: 1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 24.0derivedItem 5.A over advisors
Advisors per office: 1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +4.5%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: -3.4%derived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$739M72%
Corporations and businesses$143M14%
Pooled investment vehicles$125M12%
Pension and profit-sharing plans$10.5M1.0%
Charitable organizations$2.9M0.3%
Individuals$2.7M0.3%

Individual clients: 25reported
HNW clients: 200reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 787reported
Financial planning clients: 101-250reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUMreported
Class basis: private_client_share=0.72 fund_share=0.12 institutional_share=0.01 related_bd=true related_bank=false bd_reps=6.0derived

Advisors registered through the firm

1 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
W•••••• G• S••••••Chartered Financial Consultant	Berwyn, Pa	May 5, 1994	43 y	1

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

4 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
S•• I••••••••• O••••••••• L•	Hedge Fund	$125M	73	Mar 28, 2012
S•• A•• M•••••• P•••••••• L•no longer reported	Hedge Fund	$39.4M	66	Mar 23, 2016
S•• H••• G••••• P••••••••• L•no longer reported	Hedge Fund	$1.8M	6	Mar 23, 2016
S•• F•••• I••••• P••••••••• L•no longer reported	Hedge Fund	$0	0	Mar 23, 2016

Owners and control persons

Schedule A and B, latest filing

E••••• D••••• C••••••• · Director & Vice- Presidentcontrol
since 04/1991 · owns 10% to 25%
L••••• J••••• J• · Director, Vice- President & Treasurercontrol
since 04/1991 · owns 10% to 25%
S••••••• W••••••• G• · Director, President, Chief Compliance Officercontrol
since 04/1991 · owns 50% to 75%

Related persons

Schedule D 7.A

J•••• J• L••••
n
S•• I••••••••• O••••••••• L••
pooled vehicle sponsory
S•••••• L•••• G•••• S••••••••• L••
broker-dealern

Advisers that list S••••••••• G•••• L••• as a related person

166371 n

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Corporate clients · 74 to 75
Apr 16, 2025 to Mar 27, 2026
HNW clients · 213 to 200
Apr 16, 2025 to Mar 27, 2026
Individual clients · 20 to 25
Apr 16, 2025 to Mar 27, 2026
Employees · 25 to 24
Apr 16, 2025 to Mar 27, 2026
Discretionary RAUM · $923M to $964M
Apr 16, 2025 to Mar 27, 2026
HNW RAUM · $715M to $739M
Apr 16, 2025 to Mar 27, 2026
Individual RAUM · $2.1M to $2.7M
Apr 16, 2025 to Mar 27, 2026
Non-discretionary RAUM · $56.6M to $59.6M
Apr 16, 2025 to Mar 27, 2026
Pension RAUM · $8.5M to $10.5M
Apr 16, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $121M to $125M
Apr 16, 2025 to Mar 27, 2026
RAUM · $979M to $1.0B
Apr 16, 2025 to Mar 27, 2026
Accounts · 791 to 787
Apr 16, 2025 to Mar 27, 2026
Advisory employees · 10 to 13
Apr 16, 2025 to Mar 27, 2026
Accounts · 715 to 791
Mar 21, 2024 to Apr 16, 2025
Corporate clients · 72 to 74
Mar 21, 2024 to Apr 16, 2025
HNW clients · 200 to 213
Mar 21, 2024 to Apr 16, 2025
Individual clients · 44 to 20
Mar 21, 2024 to Apr 16, 2025
Employees · 24 to 25
Mar 21, 2024 to Apr 16, 2025
Financial planning clients · 101-250 to 101-250
Mar 21, 2024 to Apr 16, 2025
Discretionary RAUM · $869M to $923M
Mar 21, 2024 to Apr 16, 2025
HNW RAUM · $675M to $715M
Mar 21, 2024 to Apr 16, 2025
Individual RAUM · $762,000 to $2.1M
Mar 21, 2024 to Apr 16, 2025
Non-discretionary RAUM · $42.1M to $56.6M
Mar 21, 2024 to Apr 16, 2025
Pension RAUM · $4.6M to $8.5M
Mar 21, 2024 to Apr 16, 2025
Pooled vehicle RAUM · $101M to $121M
Mar 21, 2024 to Apr 16, 2025
RAUM · $911M to $979M
Mar 21, 2024 to Apr 16, 2025
Accounts · 710 to 715
Mar 29, 2023 to Mar 21, 2024
Corporate clients · 64 to 72
Mar 29, 2023 to Mar 21, 2024
HNW clients · 220 to 200
Mar 29, 2023 to Mar 21, 2024
Individual clients · 10 to 44
Mar 29, 2023 to Mar 21, 2024
Employees · 22 to 24
Mar 29, 2023 to Mar 21, 2024
Discretionary RAUM · $777M to $869M
Mar 29, 2023 to Mar 21, 2024
HNW RAUM · $607M to $675M
Mar 29, 2023 to Mar 21, 2024
Individual RAUM · $500,000 to $762,000
Mar 29, 2023 to Mar 21, 2024
Non-discretionary RAUM · $22.9M to $42.1M
Mar 29, 2023 to Mar 21, 2024
Pension RAUM · $3.7M to $4.6M
Mar 29, 2023 to Mar 21, 2024
Pooled vehicle RAUM · $85.3M to $101M
Mar 29, 2023 to Mar 21, 2024
RAUM · $800M to $911M
Mar 29, 2023 to Mar 21, 2024
Accounts · 691 to 710
Mar 31, 2022 to Mar 29, 2023
BD registered reps · 9 to 6
Mar 31, 2022 to Mar 29, 2023

Signals

2 dated events

S••••••••• G•••• L••• reported RAUM $1.0B, up 35% from $776.0M (2021-03-30 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
S••••••••• G•••• L••• reported RAUM $776.0M, up 37% from $567.0M (2020-06-17 to 2021-03-30)
Mar 30, 2021 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: info@stanleylaman.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 610-993-9100reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/stanley-laman-groupreportedpublic record, Form ADV, Sep 21, 2026
Website: S••••••L••••.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 610-993-9100reportedpublic record, Form ADV, Apr 27, 2026
Contact form: stanleylaman.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Team page: stanleylaman.com/our-peoplereportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $1.0Bderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026