LUGANO - TICINOCRD 152864Latest ADV April 28, 2026
Lfa is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 28, 2026, reports $1.1B in regulatory assets under management, 11 employees, 2 offices, and 302 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.3% of total clients.
Top client categories% of clientsClients
1
HNWI
51.3%
155
2
Individuals
48.0%
145
3
Charitable
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 28, 2026
Discretionary52.2%
$570M
52% of total RAUM52.2%
Non-discretionary47.8%
$521M
48% of total RAUM47.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts302
10Y AUM Change+$265M (+32.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee27:1
10Y Employee Change+3 (+37.5%)
* 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.