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Lk&a Investment Counsel

Lk&a Investment Counsel. CRD 106635

Lk&a Investment Counsel logo

CRD: 106635

Lk&a Investment Counsel

Pasadena, CA, 91101
6264499500
$540.1M Total AUM
$540.1M Disc. AUM
7.2% 3Y CAGR
5 Employees
83 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · US Bank
Clients
Retail and Institutional
Platforms
Prime catalyst
Established Date
06-14-1985
Office Locations
1

Office Locations

199 South LOS Robles Avenue Suite 850 Pasadena CA

About Lk&a Investment Counsel

Lk&a Investment Counsel is a Pasadena-based RIA. The firm has been operating for 40 years. Managing $540.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Portfolio Construction.

Team overview

43 AVG AGE
$270.0M AVG AUM / ADVISOR
$6.5M AVG AUM / CLIENT
23.1 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

Foundation Vital

Client Personas

Prime

Custodian

Matrix prime Zenith Value matrix

Investment Themes

Catalyst pathway Fusion

Investment Vehicles

Catalyst value

Services

Horizon vertex

Technology

Ember vector

Owner & Executives

N

NICHOLAS J WELSH

Advisor, Chief Executive Officer, DIRECTOR

CRD
#2289695
Ownership
75% or more
(487) 327-8092
frontier.vector@radialcapital.com
in linkedin.com/in/pathway-foundation
MICHAEL CLAY STEWART

MICHAEL CLAY STEWART

Chief Compliance Officer, Partner

CRD
#4413814
Ownership
Less than 5%
(835) 208-1720
beacon.peak@capitalcapital.com
in linkedin.com/in/oak-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-29-2023
03-29-2024
03-26-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $540,075,064 $6,506,928
Non-Discretionary $0 --
Total $540,075,064 $6,506,928

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Separately Managed Accounts

Total SMA Asset: $540,075,064

$540.1M Total SMA
Equity - Exchange:
17.3%
U.S. Government/Agency:
26.2%
Municipal Bonds:
7.1%
Cash:
24.8%
Corporate - Investment Grade:
24.6%
Asset class Assets Assets %
Equity - Exchange $279,064,101 17.3%
U.S. Government/Agency $422,628,869 26.2%
Municipal Bonds $114,529,197 7.1%
Cash $400,045,647 24.8%
Corporate - Investment Grade $396,819,473 24.6%
Total $1,613,087,287 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SUMMIT GLACIER OAK BEACON DELTA X2RGW57AF YEC 7.07% $72,711,129
PATHWAY HORIZON FOCUS CREST 1NVSY00P2 COCKN 5.21% $89,494,301
FOUNDATION DELTA VERTEX MATRIX ELEMENT V25LS23YY UWHF 0.69% $90,400,401
BEACON BEACON ELEMENT EMBER 9ESRV1ID9 MNUEZ 6.88% $1,105,418
BEACON RADIAL INSIGHT ALPHA 2XE19ADIX URGQ 1.43% $18,810,896
ALPHA BRIDGE LEGACY FOCUS 7TMM968QY OTTCA 10.45% $8,195,131
ZENITH FOCUS FUSION INSIGHT GLACIER QZTRCXTCM PIQP 8.33% $66,741,343
VECTOR CATALYST INSIGHT OAK D6TIV1DCT EQKY 1.96% $23,311,138

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