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LRI INVESTMENTS
Legal name: LRI INVESTMENTS, LLC
CRD 323556File 801-127277
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 28, 2026
Feed vintage Oct 1, 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
- Website
- https://linrip.com/
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
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 37 | 35 | decreased by2 |
| Mar 1, 2026 | Clients | 422 | 582 | increased by160 |
| Mar 1, 2026 | AUM | $1,404,038,363 | $2,781,193,458 | increased by$1,377,155,095 |
| Mar 1, 2026 | Accounts | 1,295 | 1,542 | increased by247 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LRI INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LRI INVESTMENTS” 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.