Lazari Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Burbank, CA. Its latest Form ADV filing, dated April 13, 2026, reports $691M in regulatory assets under management, 14 employees, 2 offices, and 1,599 accounts.
Assets Under Management
$691M
Employees
14
Offices
2 offices
Total Clients
968
Primary office
BURBANK, CA
3500 W. OLIVE AVE, SUITE 730, BURBANK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
609
2
Pension Plans
22.7%
220
3
HNWI
12.6%
122
4
Corporations
1.5%
15
5
Charitable
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$691Mas of April 13, 2026
Discretionary80.3%
$555M
80% of total RAUM80.3%
Non-discretionary19.7%
$136M
20% of total RAUM19.7%
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$691M
Total Accounts1,599
10Y AUM Change+$568M (+463.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee69:1
10Y Employee Change+9 (+180.0%)
* 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.