Investment adviser · CRD 120277
LM CAPITAL GROUP, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $6.1B Form ADV · Item 5.F
- Client accounts
- 38 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Government entities | 26 | $5,643,290,000 | 92.5% |
| Other clients | 10 | $335,230,000 | 5.5% |
| Retirement plans | Fewer than 5 | $99,130,000 | 1.6% |
| Other investment advisers | Fewer than 5 | $20,600,000 | 0.3% |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2063037 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
750 B STREET, SUITE 3010SAN DIEGO, CA, 92101, United States
CRD 120277
Filing source
Form ADV 2063037 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.