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 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

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 92%, Cash & Cash Equivalents 8%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • Jacob Pacini

    Jacob Pacini

    CIOCRD 6196056

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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