# Lepore Financial Services LLC

> Lepore Financial Services LLC is a state-registered investment advisory firm in Manasquan, NJ, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2025.

- CRD: 156530
- Filed as: LEPORE FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Manasquan, NJ
- Filing period: October 2026
- Form ADV filing dated: March 29, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156530
- AdvisorCensus page: https://advisorcensus.com/firm/lepore-financial-services-llc-manasquan-nj-156530

## Quick answers

**How is Lepore Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lepore Financial Services LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lepore Financial Services LLC located?**
Lepore Financial Services LLC's principal office is in Manasquan, NJ, according to its Form ADV.

**Is Lepore Financial Services LLC registered with the SEC or a state?**
Lepore Financial Services LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 156530.

**How much does Lepore Financial Services LLC manage?**
Lepore Financial Services LLC reports $2,899,135 in regulatory assets under management in its Form ADV filing dated March 29, 2025 (100% discretionary).

**What types of clients does Lepore Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Lepore Financial Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156530

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,899,135
- Discretionary: $2,899,135
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $2,899,135 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investlfs.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lepore Financial Services LLC (CRD 156530): Form ADV filing data as of October 2026.