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- Custodian
- Charles Schwab & Company · Comerica Bank
- Clients
- Retail and Institutional
- Platforms
- Catalyst
- Established Date
- 07-11-2008
- Office Locations
- 2
Office Locations
About Lsia
LSIA is an independent fiduciary advisory firm delivering fully customized investment and financial plans that integrate the full household financial picture—positioning itself as a “personal CFO” beyond portfolio management. Portfolios are primarily ETF-based with complementary fixed income, built through active asset allocation, risk management, and SRI where appropriate. Serves retail and institutional clients; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ANDREW SHANK
Executive Committee Member, Owner
- CRD
- #1088345
- Ownership
- 25% but less than 50%
KRISTINE MICHELE HOLLISTER
Chief Business Officer, Executive Committee Member, Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Capital meridian
Prime vital value
- CRD
- #31298
- Ownership
- 44.5%
Showing 2 of 4 owners & executives
Unlock allContacts
Brian Andrew Shank
Investment Associate
- CRD
- #6866884
MARTHA ANN WURZBURGER
Wealth Advisor
- CRD
- #2780843
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $932,114,909 | $2,157,673 |
| Non-Discretionary | $0 | -- |
| Total | $932,114,909 | $2,157,673 |
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Separately Managed Accounts
Total SMA Asset: $932,114,909
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $421,390,910 | 7.5% |
| Public Funds | $1,477,677,459 | 26.3% |
| Corporate - Investment Grade | $584,328,729 | 10.4% |
| Cash | $1,022,575,276 | 18.2% |
| Municipal Bonds | $1,028,193,821 | 18.3% |
| U.S. Government/Agency | $1,084,379,276 | 19.3% |
| Total | $5,618,545,471 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR LEGACY | FUSION FUSION | SKV6YEM6F | ASA | 9.56% | $53,915,157 |
| ZENITH VALUE | INSIGHT ATLAS | 960SXOM0R | KAL | 3.88% | $70,009,585 |
| LEGACY NORTH | HARBOR PEAK | YWB368BC2 | ZMK | 0.91% | $54,790,136 |
| PRIME LEGACY | DELTA OPTIMA | TGTBG7TPK | DSVR | 8.83% | $78,883,567 |
| VERTEX VECTOR | MATRIX ALPHA | LJASSOXOI | UIBAC | 6.62% | $42,075,761 |
| MATRIX BRIDGE SUMMIT | SUMMIT FOCUS | IFV6T7VBI | JQWZ | 6.72% | $75,793,784 |
| FOCUS RIDGE QUANTUM | PEAK GLACIER | NQUVXVH89 | WCZTO | 1.89% | $61,064,854 |
| BRIDGE BEACON | EMBER VECTOR | 0RJ4LUKX2 | CGDTT | 10.80% | $100,281,592 |