A complete list of active advisors currently associated with LVS Advisory LLC

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

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.

To learn more about the advisors currently working at LVS Advisory 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.

Name	Location	Years of experience
Luis Sanchez	Melbourne, FL	7

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