LP Profile

Lazari Capital Management

Also known as lazari

Wealth ManagerWoodland Hills, United StatesFounded 2014
$691M
Assets Under Management
Woodland Hills
Headquarters
Investment Focus

About Lazari Capital Management

Lazari Capital Management is an independent boutique registered investment advisory firm in Woodland Hills, California, founded in 2014. It reports about $691 million in assets under management and manages fee-based investment portfolios for clients with a minimum of $250,000. The firm applies a contrarian value strategy with an emphasis on dividend and interest income, using stocks, bonds, mutual funds, exchange traded funds and options. It targets undervalued companies with strong fundamentals, low price-to-earnings ratios and above-market dividends. Services include financial planning, delivered through an online wealth organizer, and investment management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Lazari Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$691.1M
Total Clients
1,599
Filing Date
May 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Lazari Capital Management?

Lazari Capital Management is a wealth manager based in Woodland Hills, United States, managing approximately $691M in assets.

Where is Lazari Capital Management headquartered?

Lazari Capital Management is headquartered in Woodland Hills, United States.

How much does Lazari Capital Management manage?

Lazari Capital Management manages approximately $691M in assets under management.

When was Lazari Capital Management founded?

Lazari Capital Management was founded in 2014.

How can I contact Lazari Capital Management?

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