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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2015
- Office Locations
- 1
Office Locations
About LK Financial Planning LLC
LK Financial Planning LLC is a NEW York-based RIA. The firm has been operating for 11 years. Managing $86.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Vanguard.
Reported data analysis
What the numbers show
Between February 19, 2025 and February 27, 2026, reported AUM increased 6.2%, from $81.9M to $86.9M.
Across 5 reported observations, AUM increased 3.6% between March 4, 2022 and February 27, 2026, from $83.9M to $86.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 9 clients, or 9 clients per representative. That equates to $9.7M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LAWRENCE OWEN KAMIN
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #6035867
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $86,937,138 | $2,229,157 |
| Non-Discretionary | $0 | -- |
| Total | $86,937,138 | $2,229,157 |
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Separately Managed Accounts
SMA allocation detail is available
LK Financial Planning LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.