KELMAN-LAZAROV, INC.

HTTP://WWW.KELMAN-LAZAROV.COM MEMPHIS, TN Investment Advisor How do I update this listing?

Kelman-lazarov is based out of Memphis. Kelman-lazarov is a large advisory firm with 471 clients and discretionary assets under management (AUM) of $473,480,699 (Form ADV from 2020-06-26). Their last reported 13F filing for Q2 2020 included $215,806,000 in managed 13F securities and a top 10 holdings concentration of 73.79%. Kelman-lazarov's largest holding is Schwab Fundamental U.S. Large Company Index ETF with shares held of 903,526. Kelman-lazarov has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 19 13F filings

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06/30/2020

13F Activity

  • Market Value $215.806 Million
  • Prior Market Value $186.634 Million
  • New Purchases7 stocks
  • Additional Purchases11 stocks
  • Sold out of5 stocks
  • Reduced holdings in51 stocks
  • Top 10 Holdings % 73.79 %
  • Turnover % [1]:15.79%
  • Turnover Alt % [2]: 7.52 %
  • Time Held Top20:9.10 quarters
  • Time Held Top10:7.80 quarters
  • Time Held All:12.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 25.43%
Performance Last 4 Quarters: -8.5%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

KELMAN LAZAROV INC
5100 POPLAR AVE, STE 2805
MEMPHIS TN    38137-2805
Country: United States

Business Phone: 901-685-8284
Fax: 901-685-8013
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: TN
Number of employees: 14
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 168,185,000
Total Number of Clients: 471
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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KELMAN LAZAROV INC

ownership team - last updated 2020-06-26
Name Title Start Date Direct/Indirect % Ownership
KELMAN, MARTIN, SAMUEL CHAIRMAN 04/01/1981 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CHAIRMAN direct 1981-12-01
LAZAROV, RONALD, JAY PRESIDENT/CO-CHIEF INVESTMENT OFFICER 08/01/1979 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC PRESIDENT direct 1981-12-01
KELMAN LAZAROV INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1981-12-01 2014-09-29
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2015-10-01 2015-10-16
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1981-12-01 2016-12-22
MUNEKATA, MICHAEL CHIEF COMPLIANCE OFFICER 05/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CHIEF COMPLIANCE OFFICER direct 2019-05-01
SCHMITT, KEITH, FRANCIS DIRECTOR OF FINANCIAL PLANNING 05/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC DIRECTOR OF FINANCIAL PLANNING direct 2019-05-01
BUZAN, ANDREW, D CO-CHIEF INVESTMENT OFFICER 05/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CO-CHIEF INVESTMENT OFFICER direct 2019-05-01

KELMAN LAZAROV INC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

KELMAN LAZAROV INC

ownership team - last updated 2019-05-31
Name Title Start Date Direct/Indirect % Ownership
KELMAN, MARTIN, SAMUEL CHAIRMAN 04/01/1981 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CHAIRMAN direct 1981-12-01
LAZAROV, RONALD, JAY PRESIDENT/CO-CHIEF INVESTMENT OFFICER 08/01/1979 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC PRESIDENT direct 1981-12-01
KELMAN LAZAROV INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1981-12-01 2014-09-29
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2015-10-01 2015-10-16
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1981-12-01 2016-12-22
MUNEKATA, MICHAEL CHIEF COMPLIANCE OFFICER 05/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CHIEF COMPLIANCE OFFICER direct 2019-05-01
SCHMITT, KEITH, FRANCIS DIRECTOR OF FINANCIAL PLANNING 05/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC DIRECTOR OF FINANCIAL PLANNING direct 2019-05-01
BUZAN, ANDREW, D CO-CHIEF INVESTMENT OFFICER 05/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CO-CHIEF INVESTMENT OFFICER direct 2019-05-01

KELMAN LAZAROV INC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
LAZAROV, RONALD, JAY PRESIDENT; CHIEF COMPLIANCE OFFICER 08/01/1979 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC PRESIDENT direct 1981-12-01
KELMAN LAZAROV INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1981-12-01 2014-09-29
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2015-10-01 2015-10-16
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1981-12-01 2016-12-22
KELMAN, MARTIN, SAMUEL CHAIRMAN 04/01/1981 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CHAIRMAN direct 1981-12-01

KELMAN LAZAROV INC

ownership team - last updated 2018-10-31
Name Title Start Date Direct/Indirect % Ownership
KELMAN, MARTIN, SAMUEL CHAIRMAN 12/01/1981 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CHAIRMAN direct 1981-12-01
LAZAROV, RONALD, JAY PRESIDENT; CHIEF COMPLIANCE OFFICER 12/01/1981 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC PRESIDENT direct 1981-12-01
KELMAN LAZAROV INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1981-12-01 2014-09-29
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2015-10-01 2015-10-16
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1981-12-01 2016-12-22

KELMAN LAZAROV INC

ownership team - last updated 2018-05-16
Name Title Start Date Direct/Indirect % Ownership
KELMAN, MARTIN, SAMUEL CHAIRMAN 12/01/1981 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC CHAIRMAN direct 1981-12-01
LAZAROV, RONALD, JAY PRESIDENT; CHIEF COMPLIANCE OFFICER 12/01/1981 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KELMAN LAZAROV INC PRESIDENT direct 1981-12-01
KELMAN LAZAROV INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1981-12-01 2014-09-29
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 2015-10-01 2015-10-16
KELMAN LAZAROV INC PRESIDENT, CHIEF COMPLIANCE OFFICER direct 1981-12-01 2016-12-22

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