LM Advisors LLC

Overview

LM Advisors LLC is an SEC registered investment adviser based in San Diego, CA, registered since 2011. It reports $2.9B in assets under management across 1,466 accounts, with 22 employees. It has 5 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

100%

Accounts

1,466

Average account

$2M

Employees

22

Advisory reps

5

Registered since

2011

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Luis Maizel Managing Member CRD 4415122
• Jonathan Lesley Chatfield Chief Compliance Officer CRD 2583511
• Leonardo Simpser Member CRD 5613550

Advisory reps 3 of 5

• Alberto Assad Investment Adviser Rep CRD 8082732
• Yoel Bank Investment Adviser Rep CRD 6777542
• Jonathan Lesley Chatfield Investment Adviser Rep CRD 2583511

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

750 B St Ste 3020
San Diego, CA 92101

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: lmadvisors.com

Every state, with registration dates

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