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They include 264 individual clients, 213 high-net-worth individuals, and 104 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LRI Investments offer?","answer":"LRI Investments provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","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 LRI Investments charge?","answer":"LRI Investments charges up to 2.00% for its Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears.","source":"LRI INVESTMENTS, LLC DISCLOSURE BROCHURE, filed 28 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LRI Investments use?","answer":"The filing also lists Pershing Advisor Solutions LLC with no separately managed account assets.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LRI Investments have?","answer":"LRI Investments has 24 investment adviser representatives registered with state securities authorities, out of 35 employees, and 31 perform investment advisory functions. 20 employees are registered representatives of a broker-dealer and 14 employees are 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 LRI Investments invest in?","answer":"At the end of its last fiscal year, LRI Investments’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 3% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. 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