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L & S ADVISORS, INC
CRD 140923File 801-66849
APPROVED
Retail clients
Custody
Filing as of Sep 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.16B
Above cohort median (national)
Discretionary AUM
$1.16B
Clients
1,093
1,095 accounts
Employees
15
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 5, 2006
- Principal office
- 11766 WILSHIRE BLVD, SUITE 845, LOS ANGELES, CA, 90025
- Phone
- 310-893-6060
- Website
- HTTP://WWW.LSADVISOR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.16B
- Discretionary AUM
- $1.16B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,095
- Non-discretionary accounts
- 0
- Total accounts
- 1,095
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $123.6M |
| Charitable organizations | 13 | $100.3M |
| High net worth individuals | 186 | $683.5M |
| Pension and profit sharing plans | Fewer than 5 | $3.7M |
| Individuals (other than high net worth individuals) | 868 | $252.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 1,003 | 1,093 | increased by90 |
| Jul 1, 2026 | AUM | $1,052,549,765 | $1,163,055,017 | increased by$110,505,252 |
| Jul 1, 2026 | Accounts | 1,691 | 1,095 | decreased by596 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 919 | 1,003 | increased by84 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,006,898,005 | $1,052,549,765 | increased by$45,651,760 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,507 | 1,691 | increased by184 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 833 | 919 | increased by86 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $938,702,857 | $1,006,898,005 | increased by$68,195,148 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,224 | 1,507 | increased by283 |
| Jul 1, 2022 | Employees | 17 | 15 | decreased by2 |
| Jul 1, 2022 | Clients | 869 | 833 | decreased by36 |
| Jul 1, 2022 | AUM | $998,169,642 | $938,702,857 | decreased by$59,466,785 |
| Jul 1, 2022 | Accounts | 1,274 | 1,224 | decreased by50 |
| Jul 1, 2021 | Clients | 936 | 869 | decreased by67 |
| Jul 1, 2021 | AUM | $710,868,757 | $998,169,642 | increased by$287,300,885 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.