SourcingSourcing

L&S INVESTMENT ADVISORS, LLC

C46
CRD 285002·SEC 801-131023·MIAMI, FL
AUM
$231.4M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$694K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
L&S INVESTMENT ADVISORS, LLC
CRD
285002
SEC file #
801-131023
EIN
—
DBA names
—

Economics

AUM
$231.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$218.5M → $231.4M▲ +6%
Client mix
Individuals Other176
Individuals High Net Worth139
Corporations100

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
ls.finance

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AGIR PARTICIPATIONS, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
AGIR PARTICIPATIONS, LLC
DE PAOLA P.E. LLC
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
ls.finance
Rdap Domain Creation Date
2016-11-09T19:29:20.633Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Morgan Stanley2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-11-09T19:29:20.633Z
Rdap Domain Last Changed
2025-06-03T20:54:13.211Z
Rdap Nameservers
Ns-cloud-b1.googledomains.comNs-cloud-b2.googledomains.comNs-cloud-b3.googledomains.comNs-cloud-b4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (8)

8
De Paola Neto, Eraldo
IAR · Executive Officer · 2.5%
6626480
Ruschel, Leandro, Panazzolo
IAR · Executive Officer · 2.5%
6720302
Joao Renato Lacerda Corbellini
IAR
7715486
ERIC CARRIERI TAYLOR
IAR
7617665
ANTONIO ANDRADE
IAR
7385231
Mecozzi, Victor, Luiz
IAR
6266181
LUIS GUILHERME APELFELD
IAR
7517292
Lorenzo Pereira Weber
IAR
8246662