Overview
Assets Under Management: $231 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 139
Average Client Assets: $0.5 million
Frequently Asked Questions
L&S INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285002), L&S INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
L&S INVESTMENT ADVISORS, LLC is headquartered in MIAMI, FL.
L&S INVESTMENT ADVISORS, LLC serves 139 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, L&S INVESTMENT ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
L&S INVESTMENT ADVISORS, LLC manages $231 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, L&S INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.44%
Average Client Assets: $0.5 million
Total Client Accounts: 399
Discretionary Accounts: 399
Regulatory Filings
CRD Number: 285002
Filing ID: 2081490
Last Filing Date: 2026-03-24 16:08:28