Lasure Capital Management
RIASEC Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$400K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 128960
- Website
- www.lasuremanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI64.84%
- Individuals35.16%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lasure Capital Management is a privately owned corporate RIA that provides portfolio management primarily to individual and family clients (including small businesses). The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than institutional consulting or pension work. According to available filings the adviser does not position itself as an ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Other10%
Owners & executives
1 of 1
Dwight Lasure
Founder & Chief Investment OfficerCRD 2391499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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