# LFM Capital

> LFM Capital is an SEC-registered investment advisory firm in Nashville, TN, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 173834
- Filed as: LFM CAPITAL
- Legal name: LFM Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173834
- AdvisorCensus page: https://advisorcensus.com/firm/lfm-capital-nashville-tn-173834

## Quick answers

**How is LFM Capital compensated?**
On its Form ADV (Item 5.E, October 2026), LFM Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is LFM Capital located?**
LFM Capital's principal office is in Nashville, TN, according to its Form ADV.

**Is LFM Capital registered with the SEC or a state?**
LFM Capital is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 173834.

**How much does LFM Capital manage?**
LFM Capital reports $1,422,591,460 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have LFM Capital's assets and staff changed since 2021?**
In the Form ADV data for LFM Capital: Regulatory assets under management: $468,579,583 in the October 2021 data and $1,422,591,460 in the October 2026 data, up 204%. Total employees: 13 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LFM Capital serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does LFM Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173834

**What changed in LFM Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 23 to 25.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,422,591,460
- Discretionary: $1,420,666,143
- Non-discretionary: $1,925,317

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $1,422,591,460 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 25 total, 25 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lfmcapital.com](https://lfmcapital.com)
- LinkedIn @lfm-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $468,579,583 | 13 | March 30, 2021 |
| October 2022 | $697,281,832 | 18 | March 30, 2022 |
| October 2023 | $879,037,855 | 20 | April 13, 2023 |
| October 2024 | $1,106,098,603 | 24 | March 28, 2024 |
| October 2025 | $1,387,177,621 | 23 | March 31, 2025 |
| October 2026 | $1,422,591,460 | 25 | March 31, 2026 |

Regulatory assets under management: $468,579,583 in the October 2021 data and $1,422,591,460 in the October 2026 data, up 204%.
Total employees: 13 in October 2021 and 25 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 23 to 25.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LFM Capital (CRD 173834): Form ADV filing data as of October 2026.