Stanley-Laman Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 1 private fund.
Stanley-Laman Group reports 301 clients. They include 200 high-net-worth individuals, 75 corporations and other businesses, and 25 individual clients. Of its assets, 94.2% ($964M across 681 accounts) are managed with discretion; $59.6M across 106 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 8% | <1% |
| High-net-worth individuals | 66% | 72% |
| Pooled investment vehicles | <1% | 12% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | <1% |
| Other client typesCorporations and other businesses | 25% | 14% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 25 | $2.65M | 0.3% | $106K |
| High-net-worth individuals | 200 | $739M | 72.2% | $3.7M |
| Pooled investment vehicles | 1 | $125M | 12.2% | $125M |
| Pension and profit-sharing plans | Fewer than 5 | $10.5M | 1.0% | — |
| Charitable organizations | Fewer than 5 | $2.92M | 0.3% | — |
| Corporations and other businesses | 75 | $143M | 14.0% | $1.9M |
| Total | 301 | $1.02B | 100% | — |
- Clients
- 25
- Regulatory AUM
- $2.65M
- AUM share
- 0.3%
- Avg. per client
- $106K
- Clients
- 200
- Regulatory AUM
- $739M
- AUM share
- 72.2%
- Avg. per client
- $3.7M
- Clients
- 1
- Regulatory AUM
- $125M
- AUM share
- 12.2%
- Avg. per client
- $125M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.5M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.92M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- 75
- Regulatory AUM
- $143M
- AUM share
- 14.0%
- Avg. per client
- $1.9M
Total
- Clients
- 301
- Regulatory AUM
- $1.02B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 101–250
Stanley-Laman Group is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
William Stanley owns 50% to 75% of Stanley-Laman Group. The leadership team of Stanley-Laman Group includes President David Eaton and Chief Compliance Officer William Stanley. It has 24 employees, 13 of them in advisory roles.
Leadership
- David EatonDirector & Vice- President
- James LamanDirector, Vice- President & Treasurer
- William StanleyDirector, President, Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- William G Stanley
Staff
- 24 employees
- 13 in advisory functions
- 6 state-registered reps
- 6 broker-dealer reps
- 3 insurance agents
- 1 soliciting firm
- Owns 50% to 75% of Stanley-Laman Group LTD.
William Stanley
Control person · since April 1991
- Owns 10% to 25% of Stanley-Laman Group LTD.
James Laman
Control person · since April 1991
- Owns 10% to 25% of Stanley-Laman Group LTD.
David Eaton
Control person · since April 1991
Stanley-Laman Group’s regulatory assets grew from $776M (March 2021) to $1.02B (April 2026); clients rose from 259 to 301 and employees from 22 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.02B | 301 | 24 | 1 |
| April 2025 | $979M | 308 | 25 | 1 |
| March 2024 | $911M | 317 | 24 | 1 |
| March 2023 | $800M | 295 | 22 | 1 |
| March 2022 | $1.04B | 321 | 21 | 1 |
| March 2021 | $776M | 259 | 22 | 1 |
Besides its headquarters, Stanley-Laman Group has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 1235 Westlakes DR, Suite 295, BerwynHQ
Contact and registration details
- Legal name
- Stanley-Laman Group LTD.
- Headquarters
- 1235 Westlakes DR, Suite 295, Berwyn, PA 19312
- Website
- stanleylaman.com
- Phone
- 610-993-9100
- @stanley-laman-group
- SEC file
- 801-45568
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Stanley-Laman Group uses Charles Schwab ($863M) as custodian for its separately managed accounts. Stanley-Laman Group has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $863M100%
At year end, Stanley-Laman Group’s separately managed accounts were mostly in stocks (68%) and bonds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $984M across 298 positions; the largest are Lam Resh Corp. (2.8%), Alphabet Inc. Class A (2.7%) and KLA Corp. (2.3%).
What the accounts hold
- Stocks68%
- Funds12%
- Bonds17%
- Investment grade corporate bonds9%
- U.S. government and agency bonds6%
- State and local bonds2%
- Cash3%
Reported 13F holdings
- $984M
- Reported 13F value
- 298
- Positions
- 20.4%
- In the 10 largest
- +20.8%
- Value vs. prior quarter
- Lam Resh Corp.2.8%
- Alphabet Inc. Class A · Cap Stk CL A2.7%
- KLA Corp.2.3%
- Advanced Micro Devices I2.3%
- Amazon.com Inc.1.9%
- ASML Hldg N V F Sponsored ADR 1 ADR Reps 1 Ord Shs · N Y Registry Shs1.8%
- Micron Technology Inc.1.8%
- ARM Hldgs PLC Equity A F Unsponsored ADR 1 ADR Reps 1 Ord Shs · Sponsored ADR1.7%
- Cohu Inc.1.6%
- Rtx Corp.1.5%
Together, the ten largest are 20.4% of reported value.
How many clients does Stanley-Laman Group have?
Stanley-Laman Group has 301 clients and manages $1.02 billion for them, as of April 2026. They include 200 high-net-worth individuals, 75 corporations and other businesses, and 25 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does Stanley-Laman Group offer?
Stanley-Laman Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Stanley-Laman Group use?
Stanley-Laman Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $863M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 April 2026
How many financial advisors does Stanley-Laman Group have?
Stanley-Laman Group has 6 investment adviser representatives registered with state securities authorities, out of 24 employees, and 13 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stanley-Laman Group invest in?
At the end of its last fiscal year, Stanley-Laman Group’s separately managed accounts held 68% exchange-traded equities, 12% pooled vehicles (private funds and similar), 9% investment grade corporate bonds, 6% U.S. government and agency bonds, 3% cash and equivalents and 2% state and local bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stanley-Laman Group?
Stanley-Laman Group’s direct owners are William Stanley (50% to 75%), James Laman (10% to 25%) and David Eaton (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does Stanley-Laman Group get paid?
Stanley-Laman Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Stanley-Laman Group registered with the SEC?
Yes, Stanley-Laman Group has been registered with the SEC as an investment adviser since 6 January 1994. Its CRD number is 112112 and its SEC file number is 801-45568.
Source: Form ADV Part 1A, Item 1, filed 27 April 2026; IAPD firm record
How do I contact Stanley-Laman Group?
Stanley-Laman Group’s main office is at 1235 Westlakes DR, Suite 295, Berwyn, PA 19312. Its phone number is 610-993-9100. Its website is stanleylaman.com.