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- Custodian
- Apex · Bank OF America · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2015
- Office Locations
- 62
Office Locations
About Lido
Lido Advisors is a national private wealth manager serving high-net-worth families and individuals with a family-office style platform (Lido One) that coordinates investment management with tax consulting/prep, financial & estate planning, trust administration, liquidity and philanthropic planning. In-house investment capabilities and proprietary technology support specialized strategies, including alts and options. Recognized in 2025 by Barron’s and Forbes; offices across the U.S.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STACY LYNN BEATTIE
Advisor, CHIEF OPERATING OFFICER
- CRD
- #5401758
- Ownership
- Less than 5%
ALEXANDRA MARIE BROWNE
Advisor, Chief Development Officer, Senior Managing Director
- CRD
- #6397152
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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VIRGINIA ELIZABETH AARON
--
- CRD
- #5046672
RAUL ACEVEDO
--
- CRD
- #5166706
Showing 2 of 353 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,388,149,751 | $1,034,859 |
| Non-Discretionary | $1,116,822,677 | $501,717 |
| Total | $42,504,972,428 | $1,006,750 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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