Lazari Capital Management, Inc.

RIASEC Registered

Total AUM

$691M

Discretionary

$555M

80% of AUM

Avg account

$432K

Accounts

1,599

Employees

Advisory reps

Firm details

Headquarters: Burbank, California
CRD number: 172932
Registered since: April 23, 2018
Website: www.lazaricapital.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, JOHN HANCOCK DISTRIBUTORS LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI53.09%
Pension & Profit Sharing Plans24.75%
Individuals19.54%
Corporations / Businesses2.52%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

Lazari Capital Management, Inc. is a corporate-structured registered investment adviser that focuses on discretionary and non‑discretionary portfolio management and financial planning for individuals, families and institutional clients. The firm is SEC‑registered (registered in 2018) and describes itself as a capital allocator that uses a mix of fee types — percentage of AUM, fixed fees and performance‑based fees. Advisory services listed by the firm include financial planning, separately managed accounts and portfolio management for pooled vehicles, as well as pension consulting. The firm does not identify as an active ESG investor.