About Lafayette Investments, Inc.
<p>Founded in 1988, Lafayette Investments, Inc. is an SEC-registered investment advisor with headquarters in Ashton, Maryland and an office in Bethesda, serving clients across the Washington, DC metro area.</p> <p>The firm provides investment management and wealth management support for individuals and institutions, with a fiduciary approach to advice and ongoing portfolio oversight. As of 2026, Lafayette Investments reports $0.8B in assets under management.</p> <p>Lafayette Investments also offers 3(21) fiduciary services for retirement plan sponsors that want support with investment due diligence while keeping final decision-making authority in-house. This is a practical fit for employers looking for documented monitoring and a clear division of fiduciary roles.</p> <ul> <li>SEC-registered registered investment advisor</li> <li>Wealth management and investment management</li> <li>3(21) fiduciary support for retirement plans</li> <li>Offices in Ashton and Bethesda, Maryland (DC area)</li> </ul> <p>What sets Lafayette Investments apart is its long operating history paired with a defined 3(21) service model for plan sponsors who want advisor support without delegating full discretion.</p>
Website: https://www.lafayetteinvestments.com/
Founded: 1988
Office Locations
- Ashton, MD (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $773.6M