LKL Advisors
Firm details
- Headquarters
- ,
- CRD number
- 336769
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
LKL Advisors is an independent, owner-managed limited liability company that provides advisory services to individuals and families. The firm’s stated advisory activities include financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. Compensation is charged as a percentage of assets under management and via fixed fees. The firm is registered to operate in Alabama, Georgia and Tennessee. LKL Advisors does not position itself as an institutional capital allocator or an ESG-focused manager.
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 Equities86%
- Non-Exchange Traded Equities9%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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