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| Keyboard |
| Lilliano Capital Management LLC
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|
|---|---|
| CRD # | 339106 |
| SEC # | 801-135048 |
| CIK # | |
| AUM | 167.9 M (2026-06-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-678-0411 |
| Address | 2046 W Union Park Drive Phoenix, AZ 85085 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 54.8 |
| (b) Individuals (high net worth individuals) | 31 | 113.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 409 | 167.9 |
| By Discretionary | ||
| Discretionary | 407 | 134.3 |
| Non-Discretionary | 2 | 33.5 |
| Total | 409 | 167.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.9 | |
| Total | 409 | 167.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Somnio Financial Group LLC
✚
|
CT | 168.3 M |
|
Arnold Financial Planning LLC
✚
|
IA | 168.2 M |
|
Stonehaven Wealth & Tax Solutions LLC
✚
|
WI | 168.2 M |
|
North Forty Two & Co
✚
|
OR | 167.9 M |
|
Lloyd Park LLC
✚
|
167.9 M | |
|
Forty Three Eighteen Advisors LLC
✚
|
AR | 167.8 M |
|
Illuminate Wealth Management LLC
✚
|
IL | 167.6 M |
|
South Texas Capital Advisors LLC
✚
|
TX | 167.2 M |
|
The Monitor Group Inc
✚
|
GA | 167.2 M |
|
May William Michael
✚
|
167.0 M |