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LILLIANO CAPITAL MANAGEMENT LLC

CRD 339106File 801-135048
APPROVED
Retail clients
Filing as of Jun 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$167.9M
Bottom 25% of cohort (national)
Discretionary AUM
$134.3M
Non-discretionary $33.5M
Clients
409
409 accounts
Employees
2
Below cohort median in AZ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Feb 20, 2026
Principal office
2046 W. UNION PARK DRIVE, PHOENIX, AZ, 85085
Phone
480-678-0411

Assets & accounts

ADV Item 5F
Total regulatory AUM
$167.9M
Discretionary AUM
$134.3M
Non-discretionary AUM
$33.5M
Discretionary accounts
407
Non-discretionary accounts
2
Total accounts
409
AUM per client
$410K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals31$113.1M
Individuals (other than high net worth individuals)378$54.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

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

DateFieldFromToChange
Aug 1, 2026RegistrationAPPROVED-120APPROVED
Jun 1, 2026Employees12increased by1
Jun 1, 2026AUM$0$167,882,408increased by$167,882,408
Jun 1, 2026Accounts0409increased by409
Mar 1, 2026Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LILLIANO CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LILLIANO CAPITAL” 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.