A complete list of active advisors currently associated with LM Advisors LLC

Warmer can help you find a great advisor at LM Advisors LLC or one who fits your needs even better.

LM Advisors, LLC provides discretionary and non‑discretionary investment supervisory services and individual portfolio management to a mix of retail clients (including high‑net‑worth individuals) and institutional clients. The firm also works with insurance companies, pension and charitable plans, and pooled investment vehicles, and it reports a significant non‑U.S. client base while charging percentage‑of‑AUM advisory fees. The firm uses both fundamental and technical analysis and implements a broad set of strategies — including long‑ and short‑term equity positions, short selling, margin, and option strategies (covered calls and spreads) — with portfolio construction guided by each client’s objectives, time horizon and risk tolerance. LM Advisors may allocate client assets to its affiliated LMA Balanced Segregated Portfolio and provides ongoing monitoring and quarterly reviews for managed accounts. Distinctive aspects of the firm include managing approximately $2.86 billion in client assets while operating with a relatively compact advisory team and affiliations with LLJ Ventures and LM Capital Group, relationships the firm discloses and manages as potential conflicts. The firm does not emphasize standalone financial planning services, and it routinely uses client‑directed brokerage, soft‑dollar research arrangements, and occasional third‑party money managers or private fund structures in its offerings.

To learn more about the advisors currently working at LM Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.