Lm Advisors 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 30, 2026, reports $2.9B in regulatory assets under management, 22 employees, 1 office, and 1,466 accounts.
Assets Under Management
$2.9B
Employees
22
Offices
1 office
Total Clients
585
Primary office
SAN DIEGO, CA
750 B STREET, SUITE 3020, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.4% of total clients.
Top client categories% of clientsClients
1
HNWI
50.4%
295
2
Individuals
41.9%
245
3
Insurance Cos.
3.6%
21
4
Pension Plans
3.4%
20
5
Charitable
0.5%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of March 30, 2026
Discretionary99.5%
$2.9B
100% of total RAUM99.5%
Non-discretionary0.5%
$14M
0% of total RAUM0.5%
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$2.9B
Total Accounts1,466
10Y AUM Change+$1.5B (+114.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee27:1
10Y Employee Change+4 (+22.2%)
* 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.