LM CAPITAL GROUP, LLC
CRD #120277 SEC #801-61100 SAN DIEGO, CA 619-814-1401
SEC Registered
Total AUM
$5.8B
Discretionary
$5.8B
Employees
22
Clients
0
Accounts
38
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.8B | $5.8B | $0 | 22 | 0 |
| Mar 2024 | $5B | $5B | $0 | 20 | 0 |
| Mar 2023 | $4.6B | $4.6B | $0 | 20 | 0 |
| Mar 2022 | $4.9B | $4.9B | $0 | 19 | 0 |
| Mar 2021 | $5.1B | $5.1B | $0 | 20 | 0 |
| Mar 2020 | $4.8B | $4.8B | $0 | 20 | 0 |
| Mar 2019 | $4.2B | $4.2B | $0 | 20 | 0 |
| Mar 2018 | $4.9B | $4.9B | $0 | 20 | 0 |
| Mar 2017 | $5B | $5B | $0 | 17 | 26 |
| Mar 2016 | $5.1B | $5.1B | $0 | 18 | 26 |
| Mar 2015 | $5.2B | $5.2B | $0 | 17 | 26 |
| Mar 2014 | $4.9B | $4.9B | $0 | 17 | 26 |
| Jun 2013 | $4.6B | $4.6B | $0 | 14 | 26 |
| Mar 2013 | $4.6B | $4.6B | $0 | 14 | 26 |
| Mar 2013 | $4.6B | $4.6B | $0 | 14 | 26 |
| Apr 2012 | $4.5B | $4.5B | $0 | 11 | 26 |
| Mar 2012 | $4.5B | $4.5B | $0 | 11 | 26 |
| Apr 2011 | $4.5B | $4.5B | $0 | -- | -- |
| Feb 2009 | $3.9B | $3.9B | $0 | -- | -- |
| Jan 2008 | $3.4B | $3.4B | $0 | -- | -- |
| Mar 2007 | $2.2B | $2.2B | $0 | -- | -- |
| Jan 2006 | $2.2B | $2.2B | $0 | -- | -- |
| Jan 2006 | $2.2B | $2.2B | $0 | -- | -- |
| May 2005 | $1.7B | $1.7B | $0 | -- | -- |
| Feb 2005 | $1.7B | $1.7B | $0 | 10 | -- |
| Jan 2005 | $1.7B | $1.7B | $0 | 10 | -- |
| Apr 2002 | $485.6M | $485.6M | $0 | 10 | -- |
| Apr 2002 | $485.6M | $485.6M | $0 | 10 | -- |
| Apr 2002 | $485.6M | $485.6M | $0 | 10 | -- |
DateMar 2025
Total AUM$5.8B
Discretionary$5.8B
Non-Disc.$0
Employees22
Clients0
DateMar 2024
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees19
Clients0
DateMar 2021
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees20
Clients0
DateMar 2020
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees20
Clients0
DateMar 2017
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees17
Clients26
DateMar 2016
Total AUM$5.1B
Discretionary$5.1B
Non-Disc.$0
Employees18
Clients26
DateMar 2015
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees17
Clients26
DateMar 2014
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees17
Clients26
DateJun 2013
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees14
Clients26
DateMar 2013
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees14
Clients26
DateMar 2013
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees14
Clients26
DateApr 2012
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees11
Clients26
DateApr 2011
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$485.6M
Discretionary$485.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$485.6M
Discretionary$485.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$485.6M
Discretionary$485.6M
Non-Disc.$0
Employees10
Clients--