# LM FINANCIAL PARTNERS, INC.

LM FINANCIAL PARTNERS, INC. of BALTIMORE, MD is an SEC-registered investment adviser.

## Registration

- CRD: 30958
- Type: SEC-registered investment adviser
- SEC file number: 801-50847
- Location: 100 LIGHT STREET, BALTIMORE, MD, 21202
- Phone: 800-955-4060
- Latest filing: 2002-12-13
- Regulatory AUM: $46.2M
- Discretionary AUM: $46.2M
- Clients: 51
- Accounts: 126

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| SOUDERS CONSTANCE LEE | CHIEF FINANCIAL OFFICER | — |
| BRINKLEY JAMES WELLONS | DIRECTOR | — |
| DALEY CHARLES JAMES JR | CHIEF FINANCIAL OFFICER | — |
| LOWMAN HORACE MCCOY JR | CHIEF COMPLIANCE OFFICER | — |
| HOUSTON JOHN WASCOM | PRESIDENT, DIRECTOR | — |
| COSTELLO JESSICA SKY | CHIEF OPERATING OFFICER, VICE PRESIDENT | — |
| BRAB WILLIAM WOLFGANG | DIRECTOR; PRESIDENT & DIRECTOR | — |
| BOSSERMAN ROBERT LEWIS JR | SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/30958/brochure
- Similar advisers: https://search.stillhousedata.com/firm/30958/similar
- Related entities: https://search.stillhousedata.com/firm/30958/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/30958

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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.