This is a profile preview from the AdvizorPro Platform.
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
- 5
Office Locations
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.
Reported data analysis
What the numbers show
Between October 2, 2025 and May 19, 2026, reported AUM increased 12.4%, from $614.6M to $691.1M.
Across 5 reported observations, AUM increased 71.8% between December 12, 2022 and May 19, 2026, from $402.2M to $691.1M.
Of the latest reported AUM, 80.3% is discretionary and 19.7% is non-discretionary.
The firm reports 8 advisory representatives and 968 clients, or 121 clients per representative. That equates to $714.0K in reported AUM per client.
The profile lists 5 reported office locations and 11 years in operation. The source data was last updated on May 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Lazari Capital Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Lazari Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL LAZARI KARAPETIAN
President
- CRD
- #2904615
- Ownership
- 75% or more
HOVIG MELKONIAN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
EMILY ANNA JOHNSON
--
- CRD
- #4547947
Hagop Jack Karadanaian
--
- CRD
- #4041345
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $554,680,000 | $402,234 |
| Non-Discretionary | $136,435,000 | $620,159 |
| Total | $691,115,000 | $432,217 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Lazari Capital Management, Inc. has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Lazari Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.