Lilliano Capital Management LLC
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 339106
- Registered since
- February 20, 2026
- Website
- www.lillianocapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.37%
- Individuals32.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lilliano Capital Management LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, and it provides portfolio management for individuals and small businesses. Its stated fee model is a percentage of assets under management, and it is also identified as engaging in other financial product sales. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The snapshot lists SEC registration year as 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1
Jacob Pacini
CIOCRD 6196056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2046 W Union Park Dr
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Farnam Financial
RIAPhoenix, AZ
Trinity Capital Adviser LLC
RIAPhoenix, AZ
Profocus Incorporated
RIAPhoenix, AZ
Wise Wealth Partners, LLC
RIAPhoenix, AZ
Arcwood Financial, LLC
RIAPhoenix, AZ
Bledsoe Asset Management, LLC
RIAPhoenix, AZ