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John Chalker

Owner/Partner at LM Capital Group

Firm officerUpdated

John Chalker has been Owner/Partner of LM Capital Group, LLC, a San Diego, CA investment adviser managing $6.1B, since September 1988.

38
Years in role
$6.1B
Firm AUM
36
Firm clients
9
Firm advisers

From Form ADV filed 24 March 2026Form ADV

Career

John Chalker is a control person of LM Capital Group and directly owns under 5% of it.

LM Capital Group is an investment adviser based in San Diego, CA, registered with the SEC since 2002. It provides investment management. Its clients include state or municipal government entities, other clients, and pension and profit-sharing plans. Its regulatory assets under management total $6.1 billion, as filed on 24 March 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
719455
Firm
LM Capital Group · CRD 120277
Role
Owner/Partner
In role since
September 1988 · 38 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
San Diego, CA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does John Chalker work?

John Chalker has been Owner/Partner of LM Capital Group, LLC since September 1988, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 24 March 2026

How can I verify John Chalker’s record?

John Chalker’s role is listed on LM Capital Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 120277.

Source: Form ADV, Schedule A, filed 24 March 2026

Leadership at LM Capital Group

Sources

  1. IAPD individual lookup, CRD 719455, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of LM Capital Group, LLC, filed 24 March 2026. Title, control and ownership bands.