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LM CAPITAL GROUP, LLC
CRD 120277 · SEC 801-61100
750 B STREET, SUITE 3010, SAN DIEGO, CA, 92101, United States
Phone
619-814-1401
Fax
619-814-1404
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.10B
Discretionary AUM
$6.10B
Team
20 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| State/municipal entities | 26 | $5.64B |
States served
CA, IL
All web addresses on file
Official SEC filing: View on IAPD