$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Value value
- Established Date
- 06-29-2006
- Office Locations
- 1
Office Locations
-- Malvern PA
About Lasure Capital Management
Lasure Capital Management is an owner-led RIA in Malvern, PA providing portfolio management and financial planning for retail clients, including portfolio construction and insurance guidance. The firm’s managed accounts are predominantly ETF-based, with additional use of mutual funds and exposure to fixed income and real estate. Custody is primarily through Charles Schwab.
Team overview
55 AVG AGE
$8.0M AVG AUM / ADVISOR
$889.6K AVG AUM / CLIENT
20 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Accredited Investors
Eagle Matrix foundation
Asset Classes
Harbor signal Alpha Ember Harbor
Custodian
Peak vital Meridian focus Wave foundation
Investment Vehicles
Capital frontier
Services
Foundation foundation Alpha Pioneer Catalyst
Technology
Focus signal
Owner & Executives
DWIGHT ANDREW LASURE
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2391499
- Ownership
- 75% or more
(357) 630-9789
signal.quantum@radialcapital.com
in linkedin.com/in/radial-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,006,055 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,006,055 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,006,055
Equity - Exchange:
55.7% Other:
44.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,744,022,059 | 55.7% |
| Other | $2,182,408,926 | 44.3% |
| Total | $4,926,430,985 | 100.0% |