LVS Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LVS Advisory LLC provides discretionary investment management primarily through separately managed accounts for individuals, high-net-worth clients, trusts, estates, family offices, other advisers, and a range of institutional and corporate clients. The firm also offers general financial planning and project-based consulting services on an hourly or fixed-fee basis.
The firm’s investment process relies on fundamental research and a blend of value and growth principles, with a stated focus on long-term capital preservation while seeking above-average compounding through opportunistic security selection. Portfolios may include a broad set of instruments — including derivative securities, commodity futures, and structured products — and clients may choose either a standard percentage-of-AUM management fee or an optional performance-based fee with a high-water mark for Qualified Clients.
Distinctive aspects of LVS Advisory include a disclosed affiliation with another registered adviser (Greater Wealth) and policies meant to address related conflicts, a setup that departs from the typical solo-practitioner model among similar small independents. The brochure also documents use of more complex trading arrangements and instruments (derivatives, futures, structured products and aggregate trading through custodians such as Interactive Brokers) and provides detailed procedures for performance allocations, features that are less common among peers of this size.
Client services
Expertise
Fee options
Fixed consulting fees range from $2,000 to $20,000 per project
0.5% per quarter (equivalent to 2.0% annually)
Hourly consulting fees range from $100 to $600 per hour
20% of net annual profits beyond the high-water mark for qualified clients with at least $1 million AUM
Account minimum: $200,000 Fee-only: Consulting fees range from $100 to $600 per hour; Fixed fees range from $2,000 to $20,000 per project
Main office
Orlando 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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