Lm Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 24, 2026, reports $6.1B in regulatory assets under management, 20 employees, and 38 accounts.
Assets Under Management
$6.1B
Employees
20
Offices
--
Total Clients
36
Primary office
SAN DIEGO, CA
750 B STREET, SUITE 3010, SAN DIEGO, CA, United States
Top client segmentGovernment represent 72.2% of total clients.
Top client categories% of clientsClients
1
Government
72.2%
26
2
FOUNDATIONS/ENDOWMENTS
27.8%
10
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.1Bas of March 24, 2026
Discretionary100.0%
$6.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.1B
Total Accounts38
10Y AUM Change+$1.1B (+22.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee2:1
10Y Employee Change+3 (+17.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.