{ "path": "/advisors/ca/los-angeles", "url": "https://advisorcensus.com/advisors/ca/los-angeles/page/17", "page_type": "metro", "title": "Financial advisors in Los Angeles, CA", "filters": {}, "scope_total": 1666, "faq": [ { "q": "How many financial advisory firms are there in Los Angeles, CA?", "a": "AdvisorCensus lists 1,666 investment advisory firms with a principal office in the Los Angeles metro area, from Form ADV filings as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Los Angeles, CA?", "a": "384 of the 1,666 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Los Angeles, CA offer financial planning?", "a": "632 of the 1,295 firms in Los Angeles, CA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Los Angeles, CA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 384 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 1,666 investment advisory firms with a principal office in the Los Angeles metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Los Angeles has 1,666 investment advisory firms with a principal office in the metro area as of October 2026: 715 SEC-registered, 580 state-registered, and 371 exempt reporting advisers. 384 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 507 report under $100 million in regulatory assets under management. The metro area has 4,499,409 households, 872,794 of them with income of $200,000 or more, or 524 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Los Angeles, CA: 1,666 firms from Form ADV filings as of October 2026.", "total_firms": 1666, "page": 17, "total_pages": 34, "sort": "name", "registration_types": { "sec": 715, "state": 580, "exempt": 371 }, "fee_model_mix": [ { "code": "fee-only", "count": 384 }, { "code": "percentage_of_aum", "count": 1176 }, { "code": "hourly", "count": 468 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 598 }, { "code": "commissions", "count": 19 }, { "code": "performance_based", "count": 374 }, { "code": "other", "count": 161 }, { "code": "not_reported", "count": 371 } ], "years_registered_distribution": [ { "code": "under_5", "count": 719 }, { "code": "5_to_9", "count": 376 }, { "code": "10_to_19", "count": 333 }, { "code": "20_plus", "count": 229 }, { "code": "not_reported", "count": 9 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 289 }, { "code": "25m_100m", "count": 218 }, { "code": "100m_500m", "count": 326 }, { "code": "500m_1b", "count": 95 }, { "code": "1b_5b", "count": 168 }, { "code": "over_5b", "count": 85 }, { "code": "not_reported", "count": 485 } ], "firms": [ { "crd_number": 300913, "name": "K2 Financial Inc.", "name_as_filed": "K2 FINANCIAL INC.", "url": "https://advisorcensus.com/firm/k2-financial-inc-glendora-ca-300913", "city": "Glendora", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342960, "name": "Kahn Asset Management", "name_as_filed": "KAHN ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/kahn-asset-management-los-angeles-ca-342960", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161692, "name": "Kailai Advisers Ltd.", "name_as_filed": "KAILAI ADVISERS LTD.", "url": "https://advisorcensus.com/firm/kailai-advisers-ltd-los-angeles-ca-161692", "city": "Los Angeles", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 161321, "name": "Kairos", "name_as_filed": "KAIROS", "url": "https://advisorcensus.com/firm/kairos-irvine-ca-161321", "city": "Irvine", "state": "CA", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 281869, "name": "Kairos Venture Investments, LLC", "name_as_filed": "KAIROS VENTURE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/kairos-venture-investments-llc-beverly-hills-ca-281869", "city": "Beverly Hills", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288314, "name": "Kanani Advisory Group Inc.", "name_as_filed": "KANANI ADVISORY GROUP INC.", "url": "https://advisorcensus.com/firm/kanani-advisory-group-inc-irvine-ca-288314", "city": "Irvine", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306521, "name": "Katam Hill LLC", "name_as_filed": "KATAM HILL LLC", "url": "https://advisorcensus.com/firm/katam-hill-llc-sherman-oaks-ca-306521", "city": "Sherman Oaks", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 325432, "name": "Kathmandu Capital, LLC", "name_as_filed": "KATHMANDU CAPITAL, LLC", "url": "https://advisorcensus.com/firm/kathmandu-capital-llc-arcadia-ca-325432", "city": "Arcadia", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 104599, "name": "Kayne Anderson Rudnick Investment Management, LLC", "name_as_filed": "KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kayne-anderson-rudnick-investment-management-llc-los-angeles-ca-104599", "city": "Los Angeles", "state": "CA", "years_registered": 41, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 309208, "name": "KB Private Wealth Management Group", "name_as_filed": "KB PRIVATE WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/kb-private-wealth-management-group-sherman-oaks-ca-309208", "city": "Sherman Oaks", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166213, "name": "KBS Capital Advisors, LLC", "name_as_filed": "KBS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kbs-capital-advisors-llc-newport-beach-ca-166213", "city": "Newport Beach", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 119662, "name": "KBS Realty Advisors, LLC", "name_as_filed": "KBS REALTY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kbs-realty-advisors-llc-newport-beach-ca-119662", "city": "Newport Beach", "state": "CA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 168863, "name": "KCB Management LLC", "name_as_filed": "KCB MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kcb-management-llc-pasadena-ca-168863", "city": "Pasadena", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291522, "name": "KCLLC", "name_as_filed": "KCLLC", "url": "https://advisorcensus.com/firm/kcllc-alhambra-ca-291522", "city": "Alhambra", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157449, "name": "Kearns and Associates, LLC", "name_as_filed": "KEARNS AND ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/kearns-and-associates-llc-rolling-hills-estates-ca-157449", "city": "Rolling Hills Estates", "state": "CA", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 150657, "name": "Keefer Pension Consulting, Inc.", "name_as_filed": "KEEFER PENSION CONSULTING, INC.", "url": "https://advisorcensus.com/firm/keefer-pension-consulting-inc-el-segundo-ca-150657", "city": "El Segundo", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 269826, "name": "Keep IT Simple Financial Planning", "name_as_filed": "KEEP IT SIMPLE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/keep-it-simple-financial-planning-orange-ca-269826", "city": "Orange", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144514, "name": "Kellogg Wealth Advisors, Inc.", "name_as_filed": "KELLOGG WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/kellogg-wealth-advisors-inc-studio-city-ca-144514", "city": "Studio City", "state": "CA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127350, "name": "Kelmar Capital Management, LLC", "name_as_filed": "KELMAR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kelmar-capital-management-llc-pasadena-ca-127350", "city": "Pasadena", "state": "CA", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147573, "name": "Kennedy Wealth Management, LLC", "name_as_filed": "KENNEDY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kennedy-wealth-management-llc-calabasas-ca-147573", "city": "Calabasas", "state": "CA", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 310318, "name": "Kenneth Dean & Co Financial Advisory Services", "name_as_filed": "KENNETH DEAN & CO FINANCIAL ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/kenneth-dean-and-co-financial-advisory-services-seal-beach-ca-310318", "city": "Seal Beach", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 145898, "name": "Kensington AMI, LLC", "name_as_filed": "KENSINGTON AMI, LLC", "url": "https://advisorcensus.com/firm/kensington-ami-llc-burbank-ca-145898", "city": "Burbank", "state": "CA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108012, "name": "Kensington Investment Counsel", "name_as_filed": "KENSINGTON INVESTMENT COUNSEL", "url": "https://advisorcensus.com/firm/kensington-investment-counsel-long-beach-ca-108012", "city": "Long Beach", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341802, "name": "Kerwin Capital LLC", "name_as_filed": "KERWIN CAPITAL LLC", "url": "https://advisorcensus.com/firm/kerwin-capital-llc-manhattan-beach-ca-341802", "city": "Manhattan Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288302, "name": "Keymark Financial", "name_as_filed": "KEYMARK FINANCIAL", "url": "https://advisorcensus.com/firm/keymark-financial-rolling-hills-estates-ca-288302", "city": "Rolling Hills Estates", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155673, "name": "Kfico, LLC Registered Investment Advisor", "name_as_filed": "KFICO, LLC REGISTERED INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/kfico-llc-registered-investment-advisor-tustin-ca-155673", "city": "Tustin", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166502, "name": "Khorsand Management", "name_as_filed": "KHORSAND MANAGEMENT", "url": "https://advisorcensus.com/firm/khorsand-management-woodland-hills-ca-166502", "city": "Woodland Hills", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287764, "name": "Kids Capital Management, L.P.", "name_as_filed": "KIDS CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/kids-capital-management-l-p-los-angeles-ca-287764", "city": "Los Angeles", "state": "CA", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152262, "name": "Kilimanjaro Capital, LLC", "name_as_filed": "KILIMANJARO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/kilimanjaro-capital-llc-manhattan-beach-ca-152262", "city": "Manhattan Beach", "state": "CA", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283034, "name": "Kinetic Investment Management, Inc.", "name_as_filed": "KINETIC INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kinetic-investment-management-inc-los-angeles-ca-283034", "city": "Los Angeles", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304649, "name": "Kingswood Capital Management, L.P.", "name_as_filed": "KINGSWOOD CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/kingswood-capital-management-l-p-los-angeles-ca-304649", "city": "Los Angeles", "state": "CA", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290082, "name": "Kittyhawk Ventures, LLC", "name_as_filed": "KITTYHAWK VENTURES, LLC", "url": "https://advisorcensus.com/firm/kittyhawk-ventures-llc-los-angeles-ca-290082", "city": "Los Angeles", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112414, "name": "Klein Pavlis & Peasley Financial, Inc.", "name_as_filed": "KLEIN PAVLIS & PEASLEY FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/klein-pavlis-and-peasley-financial-inc-irvine-ca-112414", "city": "Irvine", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription", "other" ], "enhanced": false }, { "crd_number": 328911, "name": "KMT Wealth Management, LLC", "name_as_filed": "KMT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kmt-wealth-management-llc-hermosa-beach-ca-328911", "city": "Hermosa Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110347, "name": "Knightsbridge Wealth Management", "name_as_filed": "KNIGHTSBRIDGE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/knightsbridge-wealth-management-newport-beach-ca-110347", "city": "Newport Beach", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317710, "name": "Kobre Holdings, LLC", "name_as_filed": "KOBRE HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/kobre-holdings-llc-el-segundo-ca-317710", "city": "El Segundo", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305796, "name": "Kohr Investments", "name_as_filed": "KOHR INVESTMENTS", "url": "https://advisorcensus.com/firm/kohr-investments-mission-viejo-ca-305796", "city": "Mission Viejo", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175347, "name": "Kondo Wealth Advisors, Inc", "name_as_filed": "KONDO WEALTH ADVISORS, INC", "url": "https://advisorcensus.com/firm/kondo-wealth-advisors-inc-pasadena-ca-175347", "city": "Pasadena", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160840, "name": "Kramer Investment Advisors, Inc.", "name_as_filed": "KRAMER INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/kramer-investment-advisors-inc-topanga-ca-160840", "city": "Topanga", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 153594, "name": "Krane Financial Solutions", "name_as_filed": "KRANE FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/krane-financial-solutions-calabasas-ca-153594", "city": "Calabasas", "state": "CA", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309103, "name": "Kreate Capital Management, LLC", "name_as_filed": "KREATE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kreate-capital-management-llc-west-hollywood-ca-309103", "city": "West Hollywood", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338752, "name": "KRI Capital, LLC", "name_as_filed": "KRI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/kri-capital-llc-newport-beach-ca-338752", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337465, "name": "KTF Investments, LLC", "name_as_filed": "KTF INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/ktf-investments-llc-seal-beach-ca-337465", "city": "Seal Beach", "state": "CA", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336461, "name": "Kubence", "name_as_filed": "KUBENCE", "url": "https://advisorcensus.com/firm/kubence-manhattan-beach-ca-336461", "city": "Manhattan Beach", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284721, "name": "Kyur, Inc.", "name_as_filed": "KYUR, INC.", "url": "https://advisorcensus.com/firm/kyur-inc-irvine-ca-284721", "city": "Irvine", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140923, "name": "L & S Advisors, Inc", "name_as_filed": "L & S ADVISORS, INC", "url": "https://advisorcensus.com/firm/l-and-s-advisors-inc-los-angeles-ca-140923", "city": "Los Angeles", "state": "CA", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 288509, "name": "L Squared Capital Partners", "name_as_filed": "L SQUARED CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/l-squared-capital-partners-newport-beach-ca-288509", "city": "Newport Beach", "state": "CA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 135994, "name": "L.G. Smith Financial Services", "name_as_filed": "L.G. 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