# Lafayette Investments, Inc.
Source: https://planprovider.pro/provider/lafayette-investments-inc

> Founded in 1988, Lafayette Investments, Inc. is an SEC-registered investment advisor with headquarters in Ashton, Maryland and an office in Bethesda, serving…

Retirement Plan Advisor

Ashton, MD

## 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/](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

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