About Normandy Investment Advisors
<p>Known for taking on retirement plan fiduciary roles, Normandy Investment Advisors works with sponsors that want an advisor who can act as a 3(21) co-fiduciary or a 3(38) investment manager. The firm is headquartered in Leawood in the Kansas City metro and works with plan clients locally and across the U.S.</p> <p>Founded in 2006 by Jeffrey A. Tudas and Brent A. Caswell, Normandy Investment Advisors is a fiduciary advisory firm that provides financial planning and portfolio management. The team includes Jeff Tudas, Brent Caswell, Tom Laming, and Ryan Tudas.</p> <p>Normandy emphasizes detailed planning and ongoing guidance tied to a client’s goals and values. The firm reports $0.1B in AUM as of 2026.</p> <p>Normandy is registered in Arizona, California, Colorado, Florida, Kansas, Louisiana, Minnesota, North Carolina, Wisconsin, Missouri, and Texas, and supports retirement plan needs as part of its work as a <a href="/plan-advisors">plan advisor</a> and broader <a href="/retirement-plans">retirement plan provider</a>.</p> <ul> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>Investment management and portfolio oversight</li> <li>Financial planning for individuals and families</li> <li>Based in the Kansas City area with multi-state registration</li> </ul>
Website: https://normandyia.com
Founded: 2006
Office Locations
- Leawood, KS (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $142.0M
Team Members
- Tom Laming, Chief Investment Officer
- Ryan Tudas, Financial Advisor
- Jeff Tudas, Founder, Principal
- Brent Caswell, Principal