LVS Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LVS Advisory provides discretionary investment management primarily through a separately managed account platform and also offers general financial planning and consulting services to individuals, trusts, family offices, corporations, employee benefit plans and other institutions. The firm manages accounts on a discretionary basis, tailors investment restrictions at client request, and issues quarterly account reports via the custodian.
The firm’s investment approach blends value and growth principles with an emphasis on long-term capital preservation and compounded returns, relying on fundamental research and financial analysis. Portfolios may include a broad set of instruments — domestic and international equities and fixed income, convertibles and structured instruments, and derivative securities such as commodity futures — implemented through the firm’s SMA strategies and discretionary trading authority.
Noteworthy elements in the brochure include an affiliated registered adviser (Greater Wealth) operated by the firm’s managing partner and a performance-allocation option for qualified clients that uses a high‑water mark, both of which introduce potential conflicts the firm says it manages through trading policies. LVS also discloses the use of derivative securities and commodity futures within its SMA strategies and requires most clients to custody accounts at Interactive Brokers, features that are less common among peers.
Client services
Expertise
Fee options
$2,000 to $20,000 per project
$0+: 0.5% per quarter (equivalent to 2.0% annually) $1,000,000+: Performance allocation option: 20% of net annual profits above high-water mark
$100 to $600 per hour
20% of net annual profits above high-water mark for qualified clients with at least $1 million AUM who elect this option
Account minimum: $200,000
Main office
Melbourne FL
Advisors at this office
1
Most active in
Florida · New York · Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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