LFA

Legal name: LUGANO FINANCIAL ADVISORS S.A.

CRD 152864File 801-71074

APPROVED

Retail clients

Filing as of Apr 28, 2026

Feed vintage Aug 17, 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.LINKEDIN.COM/COMPANY/LFA-LUGANO-FINANCIAL-ADVISORS-SA

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
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.