# LRI INVESTMENTS, LLC

LRI INVESTMENTS, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 323556
- Type: SEC-registered investment adviser
- SEC file number: 801-127277
- Location: 3825 PGA BLVD, SUITE 303, PALM BEACH GARDENS, FL, 33410
- Phone: 561-323-2265
- Latest filing: 2026-02-27
- Regulatory AUM: $2.8B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $891.0M
- Clients: 35
- Accounts: 1,542

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Hayley Ann Snell | CHIEF COMPLIANCE OFFICER | — |
| PETERSON RANDALL JAMES | MANAGING MEMBER | — |
| PACE ANTHONY THOMAS | MANAGING PARTNER | — |
| SHEPARD NANCY LYNN | MANAGING MEMBER | — |
| SNELL HAYLEY ANN | CHIEF COMPLIANCE OFFICER | — |
| SHEPARD NANCY L | MANAGING MEMBER | — |
| SNELL HAYLEY A | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEWTOWN | PA | 15 | 215-968-4741 |
| NEWTOWN | PA | 15 | 215-968-4741 |
| WEST HARTFORD | CT | 4 | (860) 761-9790 |
| WEST HARTFORD | CT | 4 | (860) 761-9790 |
| GLASTONBURY | CT | 2 | 8606571037 |
| GLASTONBURY | CT | 2 | 8606571037 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323556/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323556/similar
- Related entities: https://search.stillhousedata.com/firm/323556/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323556

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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.