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Lancz & Associates have?","answer":"Alan B. Lancz & Associates has 101 clients and manages $175 million for them, as of March 2026. They include 63 high-net-worth individuals, 36 individual clients and 2 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Alan B. Lancz & Associates offer?","answer":"Alan B. Lancz & Associates provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Alan B. Lancz & Associates use?","answer":"Alan B. Lancz & Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $132M and Fidelity Brokerage Services LLC (Smithfield, RI), with $30.9M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Alan B. Lancz & Associates have?","answer":"Alan B. Lancz & Associates has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Alan B. Lancz & Associates invest in?","answer":"At the end of its last fiscal year, Alan B. 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