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LRI INVESTMENTS
Legal name: LRI INVESTMENTS, LLC
CRD 323556File 801-127277
APPROVED
Retail clients
Disclosure events
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.78B
Top 25% of cohort (national)
Discretionary AUM
$1.89B
Non-discretionary $891.0M
Clients
582
1,542 accounts
Employees
35
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 12, 2024
- Principal office
- 3825 PGA BLVD, SUITE 303, PALM BEACH GARDENS, FL, 33410
- Phone
- 561-323-2265
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.78B
- Discretionary AUM
- $1.89B
- Non-discretionary AUM
- $891.0M
- Discretionary accounts
- 1,409
- Non-discretionary accounts
- 133
- Total accounts
- 1,542
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 213 | $1.82B |
| Pension and profit sharing plans | 104 | $809.2M |
| State or municipal government entities | 1 | $73.1M |
| Individuals (other than high net worth individuals) | 264 | $78.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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- Q11D2
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.