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LM Advisors LLC
LM Advisors LLC is an independent investment adviser based in San Diego, California, founded in 1984. The firm specializes in providing investment management and advisory services, primarily serving high-net-worth individuals and families, as well as offering solutions for select institutional clients. With a team of 21 employees, LM Advisors manages approximately $2.1 billion in assets (as of March 2024). Their services emphasize personalized, fiduciary advice with the goal of building long-term client relationships and supporting clients in reaching their unique financial objectives.
Investment Strategy
LM Advisors LLC takes a client-centric, independent, and transparent approach to investment management. The firm customizes portfolio strategies to each client's risk tolerance, financial goals, and evolving needs, refraining from a one-size-fits-all model. Investment analysis is conducted in-house, utilizing decades of experience and proprietary technology to monitor portfolios and make data-driven adjustments over time. LM Advisors aims to align its interests with those of its clients, focusing on objective advice, competitive service rates, open communication, and continuous technology-driven process refinement.
Latest 13F Filing Activity
LM Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions with a total 13F market value of $777M. The fund increased holdings in Microsoft Corp. Com, Tesla Inc. Com, Apple Inc. Com among other positions. LM Advisors LLC reduced exposure to Gilead Sciences Inc. Com, Alibaba Group HLDG LTD Sponsored Ads, Eaton Corp. PLC SHS among others.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 15.05% | $116.9M | 235,082 | $477.64 | $497.41 | +$101.8M |
T TSLA | TESLA INC COM | 8.80% | $68.4M | 215,251 | $313.73 | $317.66 | +$65.5M |
A AAPL | APPLE INC COM | 8.00% | $62.2M | 303,101 | $198.96 | $205.17 | +$39.5M |
A AMZN | AMAZON COM INC COM | 7.57% | $58.8M | 268,139 | $157.88 | $219.39 | +$11.5M |
V VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 5.87% | $45.6M | 80,256 | $461.92 | $568.03 | +$4.7M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | Carlsbad, CA , United States | |
Y Yoel Bank | Partner | San Diego, CA , United States |
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