LILLIANO CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2026
Total AUM
$168M
Discretionary
$134M
80% of AUM
Avg account
$410K
Accounts
409
Employees
2
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Cash & Cash Equivalents 8%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • JACOB PACINI

    CIOCRD 6196056

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth