LILLIANO CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 339106
- Registered since
- February 20, 2026
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.37%
- Individuals32.63%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lilliano Capital Management LLC is an SEC-registered limited liability company that provides portfolio management services to individuals and small businesses. The firm is owned by an individual and charges clients a percentage-of-assets fee. Its registered activities include acting as a financial product salesperson and delivering discretionary portfolio management for a retail client base of individuals and families. The adviser is not positioned as an ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1JACOB PACINI
CIOCRD 6196056
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 2046 W Union Park Dr
- Time zone
- MT (UTC-7)
- Office locations
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