LVS Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,300,000
Clients
41
0% high-net worth
Advisors
1
of 2 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
41
HighAverage account size
$543,902
About
LVS Advisory provides discretionary investment management primarily through a separately managed account platform and also offers general financial planning and consulting services to individuals, trusts, family offices, corporations, employee benefit plans and other institutions. The firm manages accounts on a discretionary basis, tailors investment restrictions at client request, and issues quarterly account reports via the custodian.
The firm’s investment approach blends value and growth principles with an emphasis on long-term capital preservation and compounded returns, relying on fundamental research and financial analysis. Portfolios may include a broad set of instruments — domestic and international equities and fixed income, convertibles and structured instruments, and derivative securities such as commodity futures — implemented through the firm’s SMA strategies and discretionary trading authority.
Noteworthy elements in the brochure include an affiliated registered adviser (Greater Wealth) operated by the firm’s managing partner and a performance-allocation option for qualified clients that uses a high‑water mark, both of which introduce potential conflicts the firm says it manages through trading policies. LVS also discloses the use of derivative securities and commodity futures within its SMA strategies and requires most clients to custody accounts at Interactive Brokers, features that are less common among peers.
Client services
Financial planning
Portfolio management
Ad hoc consulting services
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Private / alternative investments
Fee options
$2,000 to $20,000 per project
$0+: 0.5% per quarter (equivalent to 2.0% annually) $1,000,000+: Performance allocation option: 20% of net annual profits above high-water mark
$100 to $600 per hour
20% of net annual profits above high-water mark for qualified clients with at least $1 million AUM who elect this option
Account minimum: $200,000
Main office location
LVS Advisory LLC
Melbourne FL, United States
Number of offices
1
Most active in
LVS Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
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:
-
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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