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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2015
- Office Locations
- 1
Office Locations
About Lota Advisors Llc.
Lota Advisors Llc. is a Salt Lake City-based RIA. The firm has been operating for 10 years. Managing $6.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 5 clients, or 5 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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The full Lota Advisors Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LARRY ALTON OSHITA
Manager
- CRD
- #1428370
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,704,712 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,704,712 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lota Advisors Llc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.