Michael Chalker is not listed as a control person, but directly owns under 5% of LM Capital Group. Michael Chalker holds an Undergraduate degree in Marketing from Southern Methodist University and an MBA from the University of San Diego School of Business.
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.
Michael Chalker is Managing Director and Senior Portfolio Manager of LM Capital Group. He joined LM Capital Group in July 2014. As Managing Director, he provides strategic leadership and oversees daily, firm-wide operations. He actively manages portfolios focused on Active Core Plus, Strategic Core, Intermediate, and Long Duration fixed-income strategies. Before joining the firm, he was an Analyst at Altegris Investments in La Jolla, California.
- CRD
- 6145887
- Firm
- LM Capital Group · CRD 120277
- Role
- Portfolio Manager
- In role since
- May 2022 · 4 years
- Control person
- Not listed
- 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
- Firm bio
- lmcapital.com
Where does Michael Chalker work?
Michael Chalker has been Portfolio Manager of LM Capital Group, LLC since May 2022.
How can I verify Michael Chalker’s record?
Michael 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.
