SourcingSourcing

LS INVESTMENT ADVISORS, LLC

B61
CRD 146829·SEC 801-69340·BLOOMFIELD HILLS, MI
AUM
$932.1M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LS INVESTMENT ADVISORS, LLC
CRD
146829
SEC file #
801-69340
EIN
262620361
DBA names
Lsia

Economics

AUM
$932.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$5.15B → $932.1M▼ -82%
Client mix
Individuals High Net Worth131
Individuals Other41
Charitable Organizations8
Corporations8
Insurance Companies3

Operations

Employees (total)
10
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
9 advisors → 4 advisors▼ -56%
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
mylsiawealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHANK, MARK, ANDREW
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SHANK, MARK, ANDREW
HOLLISTER, KRISTINE, MICHELE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MYLSIAWEALTH.COM
Rdap Domain Creation Date
2025-01-29T20:33:35Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001455845
Edgar Registered
Yes
Edgar Filing Count
82
Edgar First Filing Date
2009-02-12
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
80
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002085853-26-000426

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
39533 WOODWARD AVESUITE 307BLOOMFIELD HILLS, MI 48304
Business
39533 WOODWARD AVESUITE 307BLOOMFIELD HILLS, MI 48304
Edgar EIN
262620361
Edgar Recent Filings
13F-HR2026-04-21 · 0002085853-26-000426
13F-HR2026-01-26 · 0002085853-26-000083
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-29T20:33:35Z
Rdap Domain Last Changed
2026-01-30T12:02:22Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1088345
Trust Company Affiliate
No

People (6)

6
SHANK, MARK, ANDREW
IAR · Direct Owner · 37.5%
1088345
KOSTAROFF, DANIEL, JOSEPH
IAR · Direct Owner · 17.5%
5321128
HOLLISTER, KRISTINE, MICHELE
Direct Owner · 17.5%
4904863
KAYSER, JOANN, LYNN
Direct Owner · 17.5%
5124952
MARTHA ANN WURZBURGER
IAR
2780843
Brian Andrew Shank
IAR
6866884