LFS RIA, LLC

LFS RIA, LLC is an SEC-registered investment adviser (CRD 153391). Regulatory assets under management: $13.3M.

Registration

• CRD: 153391
• Type: Registered investment adviser
• Phone: 214-369-2323
• Latest filing: 2026-07-27
• Regulatory AUM: $13.3M
• Discretionary AUM: $10.3M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153391 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search