LPF ADVISORS, LLC
CRD #298068 SEC #801-114862 SARASOTA, FL (941) 907-0101
SEC Registered
Total AUM
$277.5M
Discretionary
$276.4M
Employees
5
Clients
10
Accounts
735
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $277.5M | $276.4M | $1M | 5 | 39 |
| Feb 2025 | $277.5M | $276.4M | $1M | 6 | 39 |
| Jan 2025 | $277.5M | $276.4M | $1M | 6 | 39 |
| Jun 2024 | $232.1M | $231.3M | $718.7K | 6 | 49 |
| May 2024 | $232.1M | $231.3M | $718.7K | 6 | 49 |
| Apr 2024 | $237.8M | $237M | $828.2K | 6 | 49 |
| Feb 2024 | $237.8M | $237M | $828.2K | 4 | 49 |
| Oct 2023 | $249.9M | $249.7M | $246.9K | 4 | 63 |
| Oct 2023 | $249.9M | $249.7M | $246.9K | 4 | 63 |
| Sep 2023 | $249.9M | $249.7M | $246.9K | 5 | 63 |
| Apr 2023 | $213.2M | $213M | $202.4K | 4 | 63 |
| Feb 2023 | $213.2M | $213M | $202.4K | 4 | 63 |
| Aug 2022 | $230.8M | $230.6M | $249.2K | 4 | 0 |
| Feb 2022 | $230.8M | $230.6M | $249.2K | 4 | 0 |
| Jan 2022 | $221.5M | $221.3M | $183.4K | 4 | 0 |
| Aug 2021 | $221.5M | $221.3M | $183.4K | 4 | 0 |
| May 2021 | $221.5M | $221.3M | $183.4K | 4 | 0 |
| Mar 2021 | $221.5M | $221.3M | $183.4K | 4 | 0 |
| Feb 2021 | $221.5M | $221.3M | $183.4K | 4 | 0 |
| Oct 2020 | $170.4M | $170.3M | $124.1K | 4 | 0 |
| Sep 2020 | $170.4M | $170.3M | $124.1K | 4 | 0 |
| Aug 2020 | $170.4M | $170.3M | $124.1K | 4 | 0 |
| May 2020 | $170.4M | $170.3M | $124.1K | 4 | 0 |
| Apr 2020 | $170.4M | $170.3M | $124.1K | 4 | 0 |
| Mar 2020 | $170.4M | $170.3M | $124.1K | 4 | 0 |
| Feb 2020 | $103.1M | $103M | $113.8K | 5 | 0 |
| Nov 2019 | $103.1M | $103M | $113.8K | 5 | 0 |
| Oct 2019 | $103.1M | $103M | $113.8K | 5 | 0 |
| Sep 2019 | $103.1M | $103M | $113.8K | 5 | 0 |
| Sep 2019 | $103.1M | $103M | $113.8K | 5 | 0 |
| Sep 2019 | $103.1M | $103M | $113.8K | 4 | 0 |
| Aug 2019 | $0 | $0 | $0 | 4 | 0 |
| Aug 2019 | $0 | $0 | $0 | 4 | 0 |
| Apr 2019 | $0 | $0 | $0 | 4 | 0 |
| Mar 2019 | $0 | $0 | $0 | 4 | 0 |
| Feb 2019 | $0 | $0 | $0 | 5 | 0 |
| Feb 2019 | $0 | $0 | $0 | 5 | 0 |
| Jan 2019 | $0 | $0 | $0 | 5 | 0 |
| Dec 2018 | $0 | $0 | $0 | 5 | 0 |
| Dec 2018 | $0 | $0 | $0 | 5 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
| Jul 2018 | $0 | $0 | $0 | 4 | 0 |
DateApr 2025
Total AUM$277.5M
Discretionary$276.4M
Non-Disc.$1M
Employees5
Clients39
DateFeb 2025
Total AUM$277.5M
Discretionary$276.4M
Non-Disc.$1M
Employees6
Clients39
DateJan 2025
Total AUM$277.5M
Discretionary$276.4M
Non-Disc.$1M
Employees6
Clients39
DateJun 2024
Total AUM$232.1M
Discretionary$231.3M
Non-Disc.$718.7K
Employees6
Clients49
DateMay 2024
Total AUM$232.1M
Discretionary$231.3M
Non-Disc.$718.7K
Employees6
Clients49
DateApr 2024
Total AUM$237.8M
Discretionary$237M
Non-Disc.$828.2K
Employees6
Clients49
DateFeb 2024
Total AUM$237.8M
Discretionary$237M
Non-Disc.$828.2K
Employees4
Clients49
DateOct 2023
Total AUM$249.9M
Discretionary$249.7M
Non-Disc.$246.9K
Employees4
Clients63
DateOct 2023
Total AUM$249.9M
Discretionary$249.7M
Non-Disc.$246.9K
Employees4
Clients63
DateSep 2023
Total AUM$249.9M
Discretionary$249.7M
Non-Disc.$246.9K
Employees5
Clients63
DateApr 2023
Total AUM$213.2M
Discretionary$213M
Non-Disc.$202.4K
Employees4
Clients63
DateFeb 2023
Total AUM$213.2M
Discretionary$213M
Non-Disc.$202.4K
Employees4
Clients63
DateAug 2022
Total AUM$230.8M
Discretionary$230.6M
Non-Disc.$249.2K
Employees4
Clients0
DateFeb 2022
Total AUM$230.8M
Discretionary$230.6M
Non-Disc.$249.2K
Employees4
Clients0
DateJan 2022
Total AUM$221.5M
Discretionary$221.3M
Non-Disc.$183.4K
Employees4
Clients0
DateAug 2021
Total AUM$221.5M
Discretionary$221.3M
Non-Disc.$183.4K
Employees4
Clients0
DateMay 2021
Total AUM$221.5M
Discretionary$221.3M
Non-Disc.$183.4K
Employees4
Clients0
DateMar 2021
Total AUM$221.5M
Discretionary$221.3M
Non-Disc.$183.4K
Employees4
Clients0
DateFeb 2021
Total AUM$221.5M
Discretionary$221.3M
Non-Disc.$183.4K
Employees4
Clients0
DateOct 2020
Total AUM$170.4M
Discretionary$170.3M
Non-Disc.$124.1K
Employees4
Clients0
DateSep 2020
Total AUM$170.4M
Discretionary$170.3M
Non-Disc.$124.1K
Employees4
Clients0
DateAug 2020
Total AUM$170.4M
Discretionary$170.3M
Non-Disc.$124.1K
Employees4
Clients0
DateMay 2020
Total AUM$170.4M
Discretionary$170.3M
Non-Disc.$124.1K
Employees4
Clients0
DateApr 2020
Total AUM$170.4M
Discretionary$170.3M
Non-Disc.$124.1K
Employees4
Clients0
DateMar 2020
Total AUM$170.4M
Discretionary$170.3M
Non-Disc.$124.1K
Employees4
Clients0
DateFeb 2020
Total AUM$103.1M
Discretionary$103M
Non-Disc.$113.8K
Employees5
Clients0
DateNov 2019
Total AUM$103.1M
Discretionary$103M
Non-Disc.$113.8K
Employees5
Clients0
DateOct 2019
Total AUM$103.1M
Discretionary$103M
Non-Disc.$113.8K
Employees5
Clients0
DateSep 2019
Total AUM$103.1M
Discretionary$103M
Non-Disc.$113.8K
Employees5
Clients0
DateSep 2019
Total AUM$103.1M
Discretionary$103M
Non-Disc.$113.8K
Employees5
Clients0
DateSep 2019
Total AUM$103.1M
Discretionary$103M
Non-Disc.$113.8K
Employees4
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0