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Gil O Aikins

LAZARI CAPITAL MANAGEMENT, INC.·WOODLAND HILLS, California
SIE, Series 3, Series 4, Series 7, Series 16, Series 24, Series 27, Series 31, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 66, Series 79, Series 82TO, Series 99TOClean record3 years registeredLAZARI CAPITAL MANAGEMENT, INC.
6928 OWENSMOUTH AVE., WOODLAND HILLS, CA 91303CRD# 5157274Firm CRD# 172932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gil O Aikins · WOODLAND HILLS, CA
Registration
CRD #5157274 · LAZARI CAPITAL MANAGEMENT, INC. · 3 years registered
Brand Profile
Not yet started
01

Career History

BLUE CAPAY VENTURES
Nov 2025 – present
FIVENCA ASSET MANAGEMENT
Apr 2024 – present
AUREANA CAPITAL MANAGEMENT, LLC
Jul 2024 – Aug 2025
Westport, CT
ALCALA MULTI FAMILY OFFICE
Feb 2024 – Dec 2025
Westport, CT
PUENTE ASESORAMIENTO DE INVERSIONES, LLC
Jul 2023 – Sep 2023
Easton, CT
LAZARI CAPITAL MANAGEMENT, INC.
Apr 2023 – Jul 2024
EASTON, CT
INNOVA ADVISORS
Jan 2023 – Nov 2023
Easton, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 16
Series 24
Series 27
Series 31
Series 52TO
Series 53
Series 55
Series 57TO
Series 63
Series 65
Series 66
Series 79
Series 82TO
Series 99TO
Registration record
First registered · January 13, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAZARI CAPITAL MANAGEMENT, INC.
CRD 172932 · SEC 801-112927
AUM
$471M
Regulatory assets under management
Employees
14
1,145 client accounts
Services offered by LAZARI CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LAZARI CAPITAL MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Gil O Aikins offer?
Gil O Aikins specializes in Financial Planning, Investment Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are Gil O Aikins's credentials?
Gil O Aikins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gil O Aikins located?
Gil O Aikins is based in WOODLAND HILLS, California, working with LAZARI CAPITAL MANAGEMENT, INC.. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Gil O Aikins charge for services?
Gil O Aikins's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAZARI CAPITAL MANAGEMENT, INC.?
LAZARI CAPITAL MANAGEMENT, INC. has approximately 14 employees and manages $471M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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