LPR Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$38,299,241
Clients
47
Advisors
1
of 1 employees
About
LPR Capital provides investment advisory and financial planning services to individuals, trusts, and non-profit organizations, including charitable entities. Its services include portfolio management, guidance on brokerage and account types, investment tax planning, succession planning, and security selection and modeling.
The firm applies a mix of fundamental and technical analysis and modern portfolio theory, supplemented by research on business cycles and analysis of raw economic data from government and commercial sources to inform sector and international allocations. Portfolios typically employ mutual funds, ETFs, stocks and bonds, are tailored to clients’ time horizons, risk tolerances, cash-flow needs and tax situations, and the firm routinely screens investments for lower expense ratios.
Operating for over four decades, the firm is led by a principal with a scientific doctoral background and prior management consulting and technology commercialization experience, which underpins a research-oriented risk-management focus. Compared with many peers, LPR Capital’s client base explicitly includes non-profit and charitable organizations, it does not charge performance-based fees, and it reports limited industry affiliations and custodial relationships that do not generate compensation for the firm.
Client services
Expertise
Occupation focus
Fee options
$0+: 1% to 2% annually for discretionary accounts $0+: 0% to 1% annually for non-discretionary accounts
Main office
180 South Lake Avenue, Suite 520
Pasadena CA 91101-4766
Advisors at this office
1
Most active in
California
Also doing business as
Compu/Fund, Inc. · Lpr Capital, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)