# LM ADVISORS LLC

LM ADVISORS LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 153940
- Type: SEC-registered investment adviser
- SEC file number: 801-72170
- Location: 750 B STREET, SAN DIEGO, CA, 92101-8192
- Phone: 619-814-1400
- Latest filing: 2026-03-30
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $14.4M
- Clients: 22
- Accounts: 1,466

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Luis Maizel | MANAGING MEMBER; TRUSTEE | San Diego, CA |
| Leonardo Simpser | MANAGING MEMBER | San Diego, CA |
| Josef Frymerman | GENERAL MANAGER | — |
| Sally Maizel | TRUSTEE | — |
| Uriel Bank | TRUSTEE | — |
| Yoel Bank | PRESIDENT AND TRUSTEE | — |
| Jonathan Lesley Chatfield | CHIEF COMPLIANCE OFFICER | — |
| GORODZINSKY TOBIAS | CHIEF COMPLIANCE OFFICER | — |
| MAIZEL JACK | MEMBER | — |
| MAIZEL LUIS | MANAGING MEMBER; TRUSTEE | — |
| CHATFIELD JONATHAN LESLEY | CHIEF COMPLIANCE OFFICER | — |
| SIMPSER LEONARDO | MANAGING MEMBER; MEMBER | — |
| Bank Yoel | MONEY MANAGER; PRESIDENT; PRESIDENT AND TRUSTEE | — |
| FRYMERMAN JOSEF | GENERAL MANAGER; MANAGING MEMBER | — |
| MAIZEL SALLY | TRUSTEE | — |
| BANK URIEL | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153940/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153940/similar
- Related entities: https://search.stillhousedata.com/firm/153940/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153940

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.