BLOOMFIELD HILLS, MICRD 146829Latest ADV February 26, 2026
Lsia is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomfield Hills, MI. Its latest Form ADV filing, dated February 26, 2026, reports $932M in regulatory assets under management, 10 employees, 2 offices, and 432 accounts.
Assets Under Management
$932M
Employees
10
Offices
2 offices
Total Clients
193
Primary office
BLOOMFIELD HILLS, MI
39533 WOODWARD AVENUE, SUITE 307, BLOOMFIELD HILLS, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.9% of total clients.
Top client categories% of clientsClients
1
HNWI
67.9%
131
2
Individuals
21.2%
41
3
Charitable
4.1%
8
4
Corporations
4.1%
8
5
Insurance Cos.
1.6%
3
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$932Mas of February 26, 2026
Discretionary100.0%
$932M
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$932M
Total Accounts432
10Y AUM Change$-2.6B (-73.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee19:1
10Y Employee Change-3 (-23.1%)
* 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.