LFS Ria, LLC

RIASEC Registered
Total AUM
$13.3M
Discretionary
$10.3M
77% of AUM
Avg account
$158K
Accounts
84
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
153391
Custodians
CHARLES SCHWAB & CO., INC., STRATA TRUST CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.26%
  • Individuals11.74%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

LFS Ria, LLC is an independent, individual-owned registered investment adviser organized as an LLC that acts as a capital allocator for private clients. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and is not identified as a multistate or newly formed adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Non-Exchange Traded Equities 11%, Cash & Cash Equivalents 8%, Public Funds/Mutual Funds 7%, Other 3%71%
  • Exchange Traded Equities71%
  • Non-Exchange Traded Equities11%
  • Cash & Cash Equivalents8%
  • Public Funds/Mutual Funds7%
  • Other3%

Contacts

1 of 1
  • Clair Crossland

    Clair Crossland

    PresidentCRD 1052318

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth