$691.1M Total AUM
$554.7M Disc. AUM
17.2% 3Y CAGR
14 Employees
968 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · John Hancock
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2015
- Office Locations
- 6
Office Locations
300 W Glenoaks AVE #202 Glendale CA
300 West Glenoaks Boulevard Suite 202 Glendale CA
3500 W. Olive AVE Suite 730 Burbank CA
About Lazari Capital Management, Inc.
Lazari Capital Management is an independent wealth manager using a contrarian value approach focused on undervalued, fundamentally strong companies and defensive dividend/interest income. Portfolios are built with stocks, bonds, mutual funds, ETFs, and options, and paired with customized financial planning delivered via an online wealth organizer. Serves both retail and institutional clients.
Team overview
45 AVG AGE
$86.4M AVG AUM / ADVISOR
$714.0K AVG AUM / CLIENT
5.5 yrs AVG TENURE
14 Employees
8 Advisory Reps
7 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Quantum
Asset Classes
Unison Insight Signal Delta Prime summit
Custodian
Horizon glacier
Investment Themes
Peak pioneer Signal Eagle
Investment Vehicles
Wave legacy Zenith
Services
Beacon North Vector Meridian Timber Atlas unison Pathway legacy Capital atlas Catalyst Peak north
Owner & Executives
MICHAEL LAZARI KARAPETIAN
President
- CRD
- #2904615
- Ownership
- 75% or more
(845) 912-2685
value.optima@foundationcapital.com
in linkedin.com/in/alpha-crest
H
HOVIG MELKONIAN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(336) 272-8806
capital.wave@zenithcapital.com
in linkedin.com/in/pioneer-value
Showing 2 of 2 owners & executives
Unlock allContacts
EMILY ANNA JOHNSON
--
- CRD
- #4547947
(417) 852-4458
signal.frontier@catalystcapital.com
in linkedin.com/in/focus-wave
H
Hagop Jack Karadanaian
--
- CRD
- #4041345
(907) 449-7520
insight.north@crestcapital.com
in linkedin.com/in/atlas-matrix
F
Frontier harbor
Optima vital
- CRD
- #89180
(860) 237-6806
beacon.eagle@focuscapital.com
in linkedin.com/in/ridge-oak
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $554,680,000 | $402,234 |
| Non-Discretionary | $136,435,000 | $620,159 |
| Total | $691,115,000 | $432,217 |
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Separately Managed Accounts
Total SMA Asset: $691,115,000
Equity - Exchange:
7.7% Public Funds:
11.5% Corporate - Investment Grade:
20.8% Corporate - Non-Investment Grade:
7.0% Municipal Bonds:
4.7% Cash:
11.0% Derivatives:
16.5% Other:
20.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $182,641,931 | 7.7% |
| Public Funds | $272,776,910 | 11.5% |
| Corporate - Investment Grade | $493,370,411 | 20.8% |
| Corporate - Non-Investment Grade | $166,038,119 | 7.0% |
| Municipal Bonds | $111,482,737 | 4.7% |
| Cash | $260,917,044 | 11.0% |
| Derivatives | $391,375,566 | 16.5% |
| Other | $493,370,411 | 20.8% |
| Total | $2,371,973,129 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK UNISON OPTIMA | PIONEER GLACIER | Z16V2BGLB | VRZOR | 9.00% | $25,707,101 |
| FOCUS SIGNAL RADIAL | SIGNAL PIONEER | W5IYB55UJ | QPAY | 9.76% | $109,834,951 |
| CREST INSIGHT RIDGE | PEAK ALPHA | DQ79SOMM4 | PBHSN | 1.24% | $44,905,834 |
| VALUE CATALYST | CAPITAL OAK | P3J7Z073B | FQH | 8.40% | $96,856,714 |
| QUANTUM OPTIMA | OAK FUSION | 3TKBN7HZ1 | RFD | 7.31% | $42,405,940 |
| SIGNAL RADIAL WAVE | BEACON BEACON | TEBKPI22R | CDZ | 1.23% | $14,353,244 |
| NORTH HARBOR CREST | MERIDIAN ELEMENT | AJT29ATVL | JOJWX | 2.93% | $94,399,607 |
| PRIME LEGACY | LEGACY BRIDGE | RHBNLN6U3 | LRQW | 2.98% | $6,571,110 |