← Directory
LSIA
Legal name: LS INVESTMENT ADVISORS, LLC
CRD 146829File 801-69340
APPROVED
Retail clients
Filing as of Jun 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$932.1M
Above cohort median (national)
Discretionary AUM
$932.1M
Clients
193
432 accounts
Employees
10
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
- http://my-lsia.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 197 | 193 | decreased by4 |
| Mar 1, 2026 | AUM | $916,009,663 | $932,114,909 | increased by$16,105,246 |
| Mar 1, 2026 | Accounts | 410 | 432 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 183 | 197 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $912,858,853 | $916,009,663 | increased by$3,150,810 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 321 | 410 | increased by89 |
| Apr 1, 2022 | Clients | 212 | 183 | decreased by29 |
| Apr 1, 2022 | AUM | $1,015,590,933 | $912,858,853 | decreased by$102,732,080 |
| Apr 1, 2022 | Accounts | 368 | 321 | decreased by47 |
| Nov 1, 2021 | Employees | 11 | 10 | decreased by1 |
| Jun 1, 2021 | Employees | 15 | 11 | decreased by4 |
| Jun 1, 2021 | Clients | 269 | 212 | decreased by57 |
| Jun 1, 2021 | AUM | $6,449,761,986 | $1,015,590,933 | decreased by$5,434,171,053 |
| Jun 1, 2021 | Accounts | 663 | 368 | decreased by295 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LSIA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LSIA” 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.