RIA Intel›Advisers›Alabama›L&L FINANCIAL SERVICES, LLP

L&L FINANCIAL SERVICES, LLP

Advisory

MOBILE, AL

Data as of Jul 30, 2026 · Source: SEC Form ADV

Average account

$306K

across 31 accounts

AUM per adviser

$2M

6 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InAL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

WITTER & LESTER INC

$10M

CRIMSON WEALTH MANAGEMENT INC.

$10M

ABELE FINANCIAL GROUP LLC

BIRMINGHAM, AL

$10M

STERNE AGEE ASSET MANAGEMENT, INC.

BIRMINGHAM, AL

$10M

-98.5% 1Y

KG CONSULTING GROUP, INC.

$9M

PINDZOLA VENTURES, LLC

$9M

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