firm profile

LM Capital Group, LLC

RIA San Diego, CA CRD 120277 Last verified October 2026

Overview

LM Capital Group, LLC is an SEC registered investment adviser based in San Diego, CA, registered since 2002. It reports $6.1B in assets under management across 38 accounts, with 20 employees.

Reported AUM: $6.1B
Discretionary: 100%
Accounts: 38
Average account: $16M
Employees: 20
Registered since: 2002
Jurisdictions: 2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services: Periodicals or Newsletters
Portfolio Management for Businesses or Institutional Clients
Client types: Government
Other clients
Fee structure: Percentage of Assets

Executive officers 3 of 6

John Edward Chalker Owner, Partner CRD 719455
Luis Maizel Senior Managing Director CRD 4415122
Jeffrey Marc Frankel Chief Compliance Officer CRD 2268046

3 more executive officers, with direct contact details

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Location

Headquarters: 750 B St Ste 3010
San Diego, CA 92101
County: San Diego
Metro area: San Diego-Chula Vista-Carlsbad, CA
Region: West

Registrations

SEC registered
Registered in 2 jurisdictions
Website: lmcapital.com

Every state, with registration dates

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