|
⚲
|
| Keyboard |
| LSY Inc
✚
|
|
|---|---|
| CRD # | 38 |
| SEC # | 801-57838 |
| CIK # | |
| AUM | 630.7 M (2026-06-26) |
| Employees | 32 (100% Investors, 100% Brokers) |
| Phone | 925-866-2882 |
| Address | 12667 Alcosta Blvd, Suite 160 San Ramon, CA 94583 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 163.2 |
| (b) Individuals (high net worth individuals) | 211 | 434.2 |
| (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 | 25.3 |
| (h) Charitable organizations | 0 | 3.0 |
| (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 | 7 | 4.9 |
| (n) Other | 0 | 0.1 |
| Total | 1,554 | 630.7 |
| By Discretionary | ||
| Discretionary | 1,548 | 628.9 |
| Non-Discretionary | 6 | 1.8 |
| Total | 1,554 | 630.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 629.4 | |
| Total | 1,554 | 630.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 18 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kennedy Investment Group Inc
✚
|
NJ | 633.2 M |
|
Stuart Investment Advisors Inc
✚
|
TX | 630.5 M |
|
Accuvest Global Advisors Inc
✚
|
UT | 630.5 M |
|
Cordatus Wealth Management LLC
✚
|
PA | 630.4 M |
|
Davidson Capital Management Inc
✚
|
TX | 630.3 M |
|
Rosel Wealth Management LLC
✚
|
CO | 630.2 M |
|
Legacy Wealth Management LLC
✚
|
ID | 629.0 M |
|
Gem Asset Management LLC
✚
|
MI | 628.1 M |
|
Meridian Investment Advisors Inc
✚
|
IN | 628.0 M |
|
Capshift Advisors LLC
✚
|
MA | 628.0 M |