LVS Advisory LLC

Overview

LVS Advisory LLC is a small, independent registered investment adviser that serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and uses a mix of fee structures—percentage of assets under management, fixed fees and performance-based fees—allowing flexibility across client relationships. Investment activity tilts strongly toward publicly traded equities and exchange-traded funds, which the firm treats as the core of client portfolios. LVS Advisory does not position itself as an active ESG investor and is not structured as a multi-state or pension-focused consultant; its business centers on customized advice and portfolio management for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices