LAZARI CAPITAL MANAGEMENT, INC.

CRD 172932File 801-112927

APPROVED

Retail clients

Filing as of May 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$691.1M

Above cohort median (national)

Discretionary AUM

$554.7M

Non-discretionary $136.4M

Clients

968

1,599 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Apr 23, 2018
Principal office: 3500 W. OLIVE AVE, SUITE 730, BURBANK, CA, 91505
Phone: 818-264-0610
Website: HTTPS://WWW.LAZARICAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $691.1M
Discretionary AUM: $554.7M
Non-discretionary AUM: $136.4M
Discretionary accounts: 1,379
Non-discretionary accounts: 220
Total accounts: 1,599
AUM per client: $714K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	15	$17.4M
Charitable organizations	2	$675K
High net worth individuals	122	$366.9M
Pension and profit sharing plans	220	$171.1M
Individuals (other than high net worth individuals)	609	$135.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for pooled investment vehicles
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.