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 individually owned limited liability company that provides fee-based portfolio management primarily to individuals and families, and to small businesses. The firm is registered with the SEC (registration year shown as 2026) and describes its principal advisory activity as portfolio management. It reports operating as an “other financial product salesperson” in addition to its advisory role. The firm does not identify itself as an active ESG investor, does not act as a capital allocator to external managers, and is classified in the dataset as unclassified.
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 1
Jacob 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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