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 registered investment adviser organized as an LLC and registered at the state level in Texas. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients. Its service mix centers on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside advisers when appropriate. Fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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