RIA Intel›Advisers›California›LAZARI CAPITAL MANAGEMENT, INC.

LAZARI CAPITAL MANAGEMENT, INC.

Advisory

N·BURBANK, CA

Data as of Apr 13, 2026 · Source: SEC Form ADV

Total AUM

$691M

1-Year AUM Growth

+18.2%

3-Year CAGR

+11.0%

Employees

8

Assets Under Management

Total AUM$691M

Discretionary AUM$555M

Non-Discretionary AUM$136M

Discretionary %80.3%

Total Clients1,068

Team

Total Employees8

Investment Advisers14

Employee Growth (1Y)+60.0%

Filing History

Total Filings on Record45

First FilingMar 23, 2018

Latest FilingApr 13, 2026

🔒 Full AUM trend chart and 45 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LAZARI CAPITAL MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.