CRD: 153391
LFS RIA, LLC
Dallas, TX
2143692323
$13.2M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-07-2010
- Office Locations
- 1
Office Locations
4925 Greenville Ave. Suite 200 Dallas TX
About LFS RIA, LLC
LFS RIA, LLC is a Dallas-based RIA. The firm has been operating for 16 years. Managing $13.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
73 AVG AGE
$13.2M AVG AUM / ADVISOR
$471.5K AVG AUM / CLIENT
16.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Catalyst Fusion Optima element
Client Personas
Vector
Investment Themes
Pathway glacier North Element
Investment Vehicles
Horizon vector
Services
North Pioneer Element radial Meridian Matrix focus
Owner & Executives
CLAIR GENE CROSSLAND
Chief Compliance Officer, Investment Advisor
- CRD
- #1052318
- Ownership
- 75% or more
(826) 767-8687
atlas.alpha@horizoncapital.com
in linkedin.com/in/legacy-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,301,314 | -- |
| Non-Discretionary | $4,900,248 | -- |
| Total | $13,201,562 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,201,562
Equity - Exchange:
37.2% Public Funds:
7.7% Equity - OTC:
25.9% Cash:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,544,753,722 | 37.2% |
| Public Funds | $319,747,410 | 7.7% |
| Equity - OTC | $1,075,514,016 | 25.9% |
| Cash | $1,212,548,621 | 29.2% |
| Total | $4,152,563,769 | 100.0% |