Fee-only adviser · Reno, NV
Caleb Lawrence Registered Investment Adviser Inc.
Caleb Lawrence Registered Investment Adviser Inc. is a fee-only investment adviser registered with the securities regulators of California, Nevada, with a mailing address in Reno, Nevada (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 26, 2026, it reports $6.0M in regulatory assets under management, 26 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Nevada |
|---|---|
| Firm CRD number | 108368 |
| Office | Reno, NV (mailing address; office not published) |
| Phone | (775) 528-8461 |
| Website | www.clinvestments.com |
| Regulatory assets under management | $6.0M |
| Individual clients | 26 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | February 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Reno
- RB Capital Management, LLC $931M
- Vantage Wealth Planning $265M
- Elevage Partners, LLC $155M
- Kmi Wealth Advisors $55M
- Sensible Portfolios, LLC $195M
- Sierra Management Group $127M
See all 26 fee-only advisers in Reno →
Nearby
- Incline Village 8 firms
- Crystal Bay 1 firm
- Dayton 1 firm
- Tahoe City 2 firms
- Alpine Meadows 1 firm
- Glenbrook 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Caleb Lawrence Registered Investment Adviser Inc.? Update this listing.