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LIDO
Legal name: LIDO ADVISORS, LLC
CRD 269866File 801-100433
APPROVED
Retail clients
Custody
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$42.50B
Top 10% of cohort (national)
Discretionary AUM
$41.39B
Non-discretionary $1.12B
Clients
13,800
42,220 accounts
Employees
437
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 1, 2015
- Principal office
- 1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA, 90067
- Phone
- 800-301-5436
- Website
- HTTP://WWW.LIDOADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $42.50B
- Discretionary AUM
- $41.39B
- Non-discretionary AUM
- $1.12B
- Discretionary accounts
- 39,994
- Non-discretionary accounts
- 2,226
- Total accounts
- 42,220
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 415 | $2.57B |
| Insurance companies | Fewer than 5 | $24.2M |
| Investment companies | 1 | $72.5M |
| Charitable organizations | 290 | $927.1M |
| High net worth individuals | 9,829 | $36.79B |
| Pooled investment vehicles | 22 | $684.0M |
| Pension and profit sharing plans | 26 | $46.0M |
| Individuals (other than high net worth individuals) | 3,214 | $1.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This 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.