LSIA

Legal name: LS INVESTMENT ADVISORS, LLC

CRD 146829File 801-69340

APPROVED

Retail clients

Filing as of Jun 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$932.1M

Above cohort median (national)

Discretionary AUM

$932.1M

Clients

193

432 accounts

Employees

Top 25% of cohort in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 11, 2008
Principal office: 39533 WOODWARD AVENUE, SUITE 307, BLOOMFIELD HILLS, MI, 48304-5106
Phone: 414-459-1759
Website: https://www.instagram.com/lsiawealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $932.1M
Discretionary AUM: $932.1M
Non-discretionary AUM: $0
Discretionary accounts: 432
Non-discretionary accounts: 0
Total accounts: 432
AUM per client: $4.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$43.6M
Insurance companies	Fewer than 5	$33.1M
Charitable organizations	8	$78.7M
High net worth individuals	131	$734.5M
Pension and profit sharing plans	Fewer than 5	$17.7M
Individuals (other than high net worth individuals)	41	$24.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

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: 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.