LFS Ria, LLC
Firm details
- Headquarters
- ,
- CRD number
- 153391
- Custodians
- CHARLES SCHWAB & CO., INC., STRATA TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.26%
- Individuals11.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
LFS Ria, LLC is an independent, individual-owned registered investment adviser organized as an LLC that acts as a capital allocator for private clients. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and is not identified as a multistate or newly formed adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents8%
- Public Funds/Mutual Funds7%
- Other3%
Contacts
1 of 1
Clair Crossland
PresidentCRD 1052318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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