LFA

Legal name: LUGANO FINANCIAL ADVISORS S.A.

CRD 152864File 801-71074

APPROVED

Retail clients

Filing as of Aug 24, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.09B

Above cohort median (national)

Discretionary AUM

$569.5M

Non-discretionary $520.5M

Clients

302

302 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: HQ
Registration date: Feb 3, 2010
Principal office: VIA F. PELLI 3, LUGANO - TICINO, 6900
Phone: +41919212533
Website: HTTPS://WWW.LFA.CH

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.09B
Discretionary AUM: $569.5M
Non-discretionary AUM: $520.5M
Discretionary accounts: 160
Non-discretionary accounts: 142
Total accounts: 302
AUM per client: $3.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$77.8M
High net worth individuals	155	$925.8M
Individuals (other than high net worth individuals)	145	$86.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
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	Change
Apr 1, 2026	Clients	271	302	increased by31
Apr 1, 2026	AUM	$883,372,569	$1,090,049,962	increased by$206,677,393
Apr 1, 2026	Accounts	271	302	increased by31
May 1, 2025 vs Oct 1, 2022	Employees	12	11	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	241	271	increased by30
May 1, 2025 vs Oct 1, 2022	AUM	$942,513,703	$883,372,569	decreased by$59,141,134
May 1, 2025 vs Oct 1, 2022	Accounts	242	271	increased by29
Mar 1, 2022	Clients	206	241	increased by35
Mar 1, 2022	AUM	$892,961,704	$942,513,703	increased by$49,551,999
Mar 1, 2022	Accounts	264	242	decreased by22
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 “LFA” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LFA” 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.