Tavares, FL Office

LSP Advisory, LLC is a registered independent investment adviser that serves individuals and high‑net‑worth clients, managing roughly $24.8 million across about 99 accounts. The firm provides portfolio management primarily through the selection and oversight of third‑party sub‑advisers and model portfolios, and offers advice across equities, fixed income, mutual funds, ETFs, structured notes, REITs and certain private/alternative investments.

The firm generally places clients into risk‑based model portfolios managed by selected sub‑advisers, assists clients with asset allocation and implements investment decisions through those sub‑advisers, and reviews managers on a regular basis. LSP evaluates prospective and existing managers using quantitative and qualitative criteria (performance, risk‑adjusted returns, manager tenure, style consistency) and relies on third‑party platforms that can provide specialized strategies such as structured notes and outsourced portfolio construction.

What is distinctive about the firm is its compensation and affiliation structure: LSP receives fee‑sharing from third‑party advisers and discloses a specific arrangement with Capital Q Management, LLC (a manager of a business development company) that may include additional cash or equity payments, and it is affiliated with LSP Planning, LLC, which provides tax and income planning services. The firm’s personnel are also licensed to sell insurance and earn commissions, and LSP offers periodic educational seminars and workshops to clients and the public; these ancillary businesses and fee arrangements are disclosed in the brochure and are identified as potential conflicts that the firm says it manages through disclosure and internal policies.