← Directory
LM CAPITAL GROUP, LLC
CRD 120277File 801-61100
APPROVED
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.10B
Top 25% of cohort (national)
Discretionary AUM
$6.10B
Clients
26
38 accounts
Employees
20
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 1, 2002
- Principal office
- 750 B STREET, SUITE 3010, SAN DIEGO, CA, 92101
- Phone
- 619-814-1401
- Website
- https://www.linkedin.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.10B
- Discretionary AUM
- $6.10B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 38
- Non-discretionary accounts
- 0
- Total accounts
- 38
- AUM per client
- $234.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | $20.6M |
| Pension and profit sharing plans | Fewer than 5 | $99.1M |
| State or municipal government entities | 26 | $5.64B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 36 | 26 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.