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Senior Managing Director · LM Capital Group, LLC

Luis Maizel

CRD 4415122 · Named on Form ADV at 2 SEC-registered advisers

At a glance

LM Capital Group, LLC, an SEC-registered asset manager based in SAN Diego, CA with $6.1 billion in regulatory assets, lists Luis Maizel on its Form ADV as Senior Managing Director, a control person. The SEC filings also name Luis at 1 other registered adviser.

Firms and roles

  • LM Capital Group, LLCSenior Managing DirectorAsset manager · SAN Diego, CA · $6.1B in regulatory assets
  • LM Advisors LLCManaging MemberWealth manager · SAN Diego, CA · $2.9B in regulatory assets

AtlasMembers

Luis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Luis on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Luis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.