{"url":"https://nivawealth.com/firms/lm-advisors-153940","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/153940","regulatoryAum":2877248160,"crd":"153940","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8082732","suffix":null,"lastName":"Assad","firstName":"Alberto","middleName":null},{"crd":"6777542","suffix":null,"lastName":"Bank","firstName":"Yoel","middleName":null},{"crd":"2583511","suffix":null,"lastName":"CHATFIELD","firstName":"JONATHAN","middleName":"LESLEY"},{"crd":"4415122","suffix":null,"lastName":"MAIZEL","firstName":"LUIS","middleName":null},{"crd":"5613550","suffix":null,"lastName":"SIMPSER","firstName":"LEONARDO","middleName":null}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-30","regulatoryAum":2019324206,"clients":393,"employees":20,"offices":2},{"filedOn":"2022-06-02","regulatoryAum":2208723811,"clients":423,"employees":19,"offices":2},{"filedOn":"2023-03-24","regulatoryAum":2013856436,"clients":439,"employees":20,"offices":2},{"filedOn":"2024-03-26","regulatoryAum":2123359687,"clients":434,"employees":21,"offices":2},{"filedOn":"2025-03-27","regulatoryAum":2303385718,"clients":475,"employees":21,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":2877248160,"clients":585,"employees":22,"offices":2}],"secFileNumber":"801-72170","legalName":"LM 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They include 295 high-net-worth individuals, 245 individual clients and 21 insurance companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LM Advisors offer?","answer":"LM Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does LM Advisors charge?","answer":"LM Advisors charges 0.50%–1.00% a year for its Investment Supervisory Services. The fee is billed in arrears and is negotiable.","source":"LMA FORM ADV PART 2A 2025, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LM Advisors use?","answer":"LM Advisors’ separately managed account assets are held at Morgan Stanley Smith Barney LLC (New York, NY), with $1.62B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LM Advisors have?","answer":"LM Advisors has 5 investment adviser representatives registered with state securities authorities, out of 22 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LM Advisors invest in?","answer":"At the end of its last fiscal year, LM Advisors’ separately managed accounts held 37% exchange-traded equities, 31% investment grade corporate bonds, 10% U.S. government and agency bonds, 10% registered funds (mutual funds, ETFs, BDCs), 6% high-yield corporate bonds, 3% derivatives, 2% sovereign bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Offshore Funds and Private Credit. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LM Advisors?","answer":"LM Advisors is owned through trusts and a holding company by Josef Frymerman, Luis and Sally Maizel, Uriel Bank, and Yoel Bank. Its direct owners are Leonardo Simpser (50% to 75%), Youthbet Capital (10% to 25%), Maiz Trust (10% to 25%), Jfkapital S.a. (75% or more), Goodbank Irrevocable Trust (50% to 75%) and Laikabf Irrevocable Trust (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LM Advisors get paid?","answer":"LM Advisors is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is LM Advisors registered with the SEC?","answer":"Yes, LM Advisors has been registered with the SEC as an investment adviser since 25 April 2011. Its CRD number is 153940 and its SEC file number is 801-72170.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact LM Advisors?","answer":"LM Advisors’ main office is at 750 B Street, Suite 3020, San Diego, CA 92101-8192. Its phone number is 619-814-1400. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}