Lasure Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,006,055
Clients
9
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$889,562
About
Lasure Capital Management, Ltd. provides fee-only investment management and portfolio counseling to a small, diversified client base that includes individuals, families, foundations, endowments, IRA rollovers and institutions. The firm manages roughly $8.0 million on a discretionary basis and focuses on tailoring portfolios to each client’s objectives rather than offering standalone financial planning.
The firm combines a top-down quantitative framework with bottom-up fundamental analysis: a proprietary model screens a broad equity universe and narrows candidates to a concentrated set of holdings, with modest rebalancing driven by macro forecasts (EPS growth, interest rates, inflation) and deliberate sector tilts versus relevant benchmarks. Portfolios may include individual stocks, bonds, mutual funds and ETFs, use laddered maturities for fixed income, and explicitly exclude certain instruments such as warrants, options, futures and limited partnerships.
Lasure disclosed a consent order with the Pennsylvania Department of Banking and Securities in February 2025 concerning the firm’s prior use of leveraged exchange-traded funds; the firm agreed to cease investing client assets in LETFs and inverse/leveraged ETPs and paid an administrative assessment. Founded in 1997, the firm emphasizes experienced, degreed investment personnel and operates with a small, discretionary client base using its proprietary quantitative/fundamental investment process.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $1,000,000: 1% per annum $1,000,001 - $5,000,000: 0.75% per annum $5,000,001 - $10,000,000: 0.60% per annum $10,000,001+: 0.50% per annum
Account minimum: $100,000 Minimum fee: $0 minimum fees Fee-only: Fee-only investment management; no commissions or sales charges.
Main office location
Lasure Capital Management
Malvern PA, United States
Number of offices
1
Most active in
Lasure Capital Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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