LM CAPITAL GROUP, LLC

SAN DIEGO, California·5 registered advisors·CRD# 120277
SEC# 801-611000619-814-1401
01

Firm Overview

AUM
$5.0B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03

Specialties

Wealth ManagementFee-Only Advisory
04

Advisors at LM CAPITAL GROUP, LLC

5 registered advisors
Jeffrey Marc Frankel
SAN DIEGO, California
John Edward Chalker
SAN DIEGO, California
Mario Modiano
SAN DIEGO, California
Michael Chalker
SAN DIEGO, California
Tobias Gorodzinsky
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
5 advisors

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Data sourced from SEC Form ADV filings. LM CAPITAL GROUP, LLC (CRD# 120277) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.