L & S Advisors, Inc logo

L & S Advisors, Inc

Updated today

Client assets under management

$901,167,505

Clients

981

18% high-net worth

Advisors

10

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

98

High

Average account size

$918,621

About

L&S Advisors, Inc. is an SEC‑registered, team-based investment adviser that serves individuals (including high‑net‑worth clients), trusts, charities, businesses, and retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement‑plan consulting and participant‑level account management across roughly 981 client relationships and about $1.05 billion in assets under management.

The firm’s investment approach is tactical and largely macro‑driven, using economic and monetary cycle analysis to construct portfolios that may be concentrated or broadly diversified depending on the strategy; offerings range from tactical equity and income-oriented portfolios to core ETF, fixed‑income, and alternative allocations. L&S discloses use of active techniques such as tactical asset allocation, cash as a strategic asset, and specific derivative strategies (covered calls and long puts, and in rare cases uncovered options) and notes it will manage accounts on margin at a client’s request; it also manages participant “held‑away” accounts using a third‑party platform.

Among practices that distinguish L&S from many peer team firms, the brochure documents participation in wrap‑fee programs and sub‑advisory arrangements, and it describes formal client‑referral/solicitor arrangements with required disclosures. The firm also makes available periodic performance reporting to plan clients, engages third‑party providers for custody and institutional support, and offers access to alternative and illiquid vehicles (private equity, private lending, private REITs, and interval funds), with written policies for trade aggregation, conflicts, and proxy voting.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy

Occupation focus

Executive

Fee options

Percentage

0.25% to 1.50% annually (tiered based on portfolio size and complexity)

Project-based

$500 per hour for financial planning services

Other

Minimum fee: Financial planning services have a $2,500 minimum fee

Main office location

L & S Advisors, Inc

11766 Wilshire Blvd, Suite 845

Los Angeles CA 90025, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Connecticut · Florida · Illinois · Louisiana · Michigan · Nevada · New Jersey · New Mexico · New York · North Carolina · Oregon · South Carolina · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edlyn R

Series 65

Los Angeles, CA

L & S Advisors, Inc

Edlyn Ruiz is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation with nine years of prior experience at JP Morgan Asset Management. She joined L & S Advisors in 2025. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individual clients, trusts, businesses, charitable organizations, and retirement plans. The firm employs a range of tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, offering diversified portfolio options including long/cash equity strategies, ETF-based tactical portfolios, and income-focused fixed-income approaches.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Ofer B

Series 63, Series 65, Series 66

Los Angeles, CA

L & S Advisors, Inc

Ofer Ben Menahem is a financial advisor at L&S Advisors, Inc. with 16 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at RVW Wealth, LLC, First Foundation, and Mercer Advisors. L&S Advisors offers investment management, financial planning, and retirement-plan advisory services to individual clients, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, managing a diverse range of portfolios including equity, fixed income, and alternative investments.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Stephen S

CFA®, Series 63

Los Angeles, CA

L & S Advisors, Inc

Stephen Seo is a CFA® charterholder with 10 years of industry experience. He is currently with L & S Advisors, Inc., where he has worked since 2023, following an eight-year tenure at RVW Wealth, LLC. L & S Advisors, Inc. provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies driven by macroeconomic and monetary-cycle analysis and manages approximately $1.05 billion with a team of 15 advisors.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Jason S

Series 65

Los Angeles, CA

L & S Advisors, Inc

Jason Scott is a financial advisor at L & S Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation with seven years of industry experience. He has worked at L & S Advisors since 2012. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs a range of tactical and unconstrained strategies informed by macroeconomic and monetary-cycle analysis, offering concentrated equity strategies, ETF-based tactical portfolios, income-focused fixed-income approaches, and short-duration high-yield exposures.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Leanne S

Series 63, Series 65

Napa, CA

L & S Advisors, Inc

Leanne Sindell is a financial advisor at L & S Advisors, Inc. in Napa, CA, holding Series 63 and Series 65 credentials with 13 years of industry experience. She has been with L & S Advisors since 2012. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs a range of tactical and unconstrained strategies guided by macroeconomic and monetary-cycle analysis, managing approximately $1.05 billion with about 15 advisors.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Craig W

Series 65

Los Angeles, CA

L & S Advisors, Inc

Craig Weston is a Series 65-licensed financial advisor at L & S Advisors, Inc. in Los Angeles, CA, with nine years of industry experience. He has been with L & S Advisors since 2016. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis and offers access to private alternative investments alongside traditional portfolio management.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Sy L

Series 66

Los Angeles, CA

L & S Advisors, Inc

Sy Lippman is a financial advisor at L & S Advisors, Inc. with 26 years of industry experience. He holds the Series 66 designation and has been with L & S Advisors since 2006. Prior to that, he worked at Lippman, Scott & Associates from 1979 to 2017. Outside of his advisory role, he is a general partner and passive investor in Anthem Leasing Associates. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of tactical and unconstrained investment strategies and maintains a multi-team structure with approximately 15 advisors managing about $1.05 billion in assets.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Ralph S

Series 66

Los Angeles, CA

L & S Advisors, Inc

Ralph Scott is a financial advisor at L & S Advisors, Inc. with 27 years of industry experience. He holds the Series 66 designation and has worked at L & S Advisors since 2006, previously spending several decades at Lippman Scott & Assoc. He serves as a board member of Cedar Sinai Hospital. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs tactical and unconstrained strategies guided by macroeconomic analysis and offers access to private alternative investments alongside traditional portfolio management.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Ian M

Series 65

Los Angeles, CA

L & S Advisors, Inc

Ian Manongdo is a Series 65 licensed financial advisor with six years of industry experience, currently with L & S Advisors, Inc. in Los Angeles, CA. His prior experience includes roles at Larry's, Marriott International Administrative Services, Inc., and Wedbush Asset Management. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, trusts, businesses, and charitable organizations. The firm employs a range of tactical and unconstrained strategies informed by macroeconomic and monetary-cycle analysis and offers access to private alternative investments alongside traditional portfolio management.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
user avatar

Lin Chun L

Series 65

Los Angeles, CA

L & S Advisors, Inc

Lin Chun Liu is a financial advisor at L & S Advisors, Inc. with 17 years of industry experience. She holds a Series 65 designation and has been with L & S Advisors since 2009. L & S Advisors provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm employs tactical and unconstrained strategies based on macroeconomic and monetary-cycle analysis, offering a range of equity, fixed-income, and alternative investment approaches.

Concentrated stock management Options & derivatives strategies Private / alternative investments Tax-loss harvesting Retirement income strategy Executive
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