SourcingSourcing

LILLIANO CAPITAL MANAGEMENT LLC

C34
CRD 339106·SEC 801-135048·PHOENIX, AZ
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LILLIANO CAPITAL MANAGEMENT LLC
CRD
339106
SEC file #
801-135048
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
PHOENIX AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/11/2026
ADV-W filed at
—
Website
lillianocapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PACINI, JACOB, N.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PACINI, JACOB, N.
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
LILLIANOCAPITAL.COM
Rdap Domain Creation Date
2025-09-17T03:00:54Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4024
Soi Zip Pct 200k Plus
0.1564
Soi Zip Returns 200k Plus
2,250
Soi Zip Total AGI
1,834,787
Fdic Zip Total Deposits
8,305,614,000
Fdic Zip Branch Count
113
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab4
E*trade4
Interactive Brokers2
Fdic Zip Branches Raw
Bank of America, National AssociationPhoenix, AZ
M&I Marshall and Ilsley BankPhoenix, AZ
Fdic Zip HHI
2858.66
Fdic Zip Top Bank Share Pct
47.78
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-17T03:00:54Z
Rdap Domain Last Changed
2025-09-17T03:00:54Z
Rdap Nameservers
Ns-cloud-e1.googledomains.comNs-cloud-e2.googledomains.comNs-cloud-e3.googledomains.comNs-cloud-e4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,055
Returns2,560
Stub 2
AGI95,218
Returns2,510
Stub 3
AGI126,570
Returns2,050
Soi Zip Total Business Income
47,140
Soi Zip Total Cap Gains
95,283
Soi Zip Total Dividends
18,861
Soi Zip Total Returns
14,390
Top Owner CRD
6196056
Trust Company Affiliate
No

People (1)

1
PACINI, JACOB, N.
IAR · Direct Owner · 87.5%
6196056