Investment adviser · CRD 105835
LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES
Investment adviser filing (IA)
LEHRER KENNETH EUGENE DR
HOUSTON, TX, United States · Form ADV filed Feb 25, 2026
- Regulatory AUM
- $286M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 9 | $286,300,000 | 100.0% |
Filing source
Form ADV 2046287 · Feb 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 25, 2026. View historical filings
Reported services
Pension consulting
Compensation
Hourly · Fixed
Principal office
5555 DEL MONTE DRIVE, SUITE 802HOUSTON, TX, 77056-4117, United States
CRD 105835
Filing source
Form ADV 2046287 · Feb 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.