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Luis Maizel

Investment adviser representative at Lm Advisors LLC
42 yearsExperience
1 stateRegistered in
$2.9BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

42 years in the industry.

  1. Lm Capital Froup, LLCSep 1989 to now
  2. Lm Advisors, LLCMar 1984 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Lm Advisors LLC

$2.9BAssets managed
585Clients
5Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4415122
Firm CRD
153940
Advisor's SEC record (opens in a new tab)
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