{
  "crd_number": 269866,
  "slug": "lido-los-angeles-ca-269866",
  "primary_business_name": "LIDO",
  "legal_name": "LIDO ADVISORS, LLC",
  "dbas": [
    "OAKHURST STRATEGIES, LLC"
  ],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-07-01",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 42504972428.0,
  "raum_discretionary": 41388149751.0,
  "raum_non_discretionary": 1116822677.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 437,
  "advisory_employees": 235,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 927127763.0,
      "count": 290
    },
    "individuals": {
      "raum": 1389300229.0,
      "count": 3214
    },
    "insurance_companies": {
      "raum": 24177213.0,
      "count": 3,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 72495010.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 46031721.0,
      "count": 26
    },
    "high_net_worth_individuals": {
      "raum": 36787480758.0,
      "count": 9829
    },
    "pooled_investment_vehicles": {
      "raum": 684006991.0,
      "count": 22
    },
    "corporations_other_businesses": {
      "raum": 2574352743.0,
      "count": 415
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://lidoadvisors.com",
    "https://linkedin.com/COMPANY/126294"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269866",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/lido-los-angeles-ca-269866",
  "display_name": "Lido",
  "summary": "Lido is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Lido (CRD 269866): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Lido compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lido reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Lido located?",
      "a": "Lido's principal office is in Los Angeles, CA, according to its Form ADV; the September 2026 filing also lists 63 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Lido registered with the SEC or a state?",
      "a": "Lido is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 269866."
    },
    {
      "q": "How much does Lido manage?",
      "a": "Lido reports $42,504,972,428 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (97% discretionary)."
    },
    {
      "q": "How have Lido's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lido: Regulatory assets under management: $7,692,386,606 in the October 2021 data and $42,504,972,428 in the October 2026 data, up 453%. Total employees: 83 in October 2021 and 437 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lido serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (9,829); individuals (other than high net worth individuals) (3,214); corporations or other businesses not listed above (415)."
    },
    {
      "q": "Which custodians does Lido use?",
      "a": "Lido's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lido report any disciplinary disclosures?",
      "a": "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/269866"
    },
    {
      "q": "Does Lido state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 27, 2026 says: \"Lido generally requires a minimum of $1 million to open an investment advisory account . Lido reserves the right to waive or adjust this minimum\""
    },
    {
      "q": "What changed in Lido's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its office addresses in Edina, MN. Changed its office addresses in Franklin, TN. Changed its office addresses in Wellesley, MA. Added an office in Beaverton, OR. Added an office in Cincinnati, OH. Added an office in Cranberry Township, PA. Added an office in Houston, TX. Added an office in Leawood, KS. Added an office in Nashville, TN. Added an office in Oklahoma City, OK. Added an office in Philadelphia, PA. Added an office in Plano, TX. Added an office in Sacramento, CA. Added an office in San Antonio, TX. Added an office in The Woodlands, TX. Added an office in Washington, DC. No longer lists an office in Newport Beach, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7692386606.0,
      "total_employees": 83,
      "filing_date": "2021-07-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 11051725091.0,
      "total_employees": 119,
      "filing_date": "2022-09-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 13102066742.0,
      "total_employees": 191,
      "filing_date": "2023-08-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 19656367238.0,
      "total_employees": 214,
      "filing_date": "2024-07-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 29080337946.0,
      "total_employees": 320,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 42504972428.0,
      "total_employees": 437,
      "filing_date": "2026-08-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its office addresses in Edina, MN.",
        "Changed its office addresses in Franklin, TN.",
        "Changed its office addresses in Wellesley, MA.",
        "Added an office in Beaverton, OR.",
        "Added an office in Cincinnati, OH.",
        "Added an office in Cranberry Township, PA.",
        "Added an office in Houston, TX.",
        "Added an office in Leawood, KS.",
        "Added an office in Nashville, TN.",
        "Added an office in Oklahoma City, OK.",
        "Added an office in Philadelphia, PA.",
        "Added an office in Plano, TX.",
        "Added an office in Sacramento, CA.",
        "Added an office in San Antonio, TX.",
        "Added an office in The Woodlands, TX.",
        "Added an office in Washington, DC.",
        "No longer lists an office in Newport Beach, CA."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Changed its office addresses in New York, NY.",
        "Added an office in Austin, TX.",
        "Added an office in Beachwood, OH.",
        "Added an office in Fort Lauderdale, FL.",
        "Added an office in Indianapolis, IN.",
        "Added an office in Jacksonville, FL.",
        "Added an office in Los Gatos, CA.",
        "Added an office in Naples, FL.",
        "Added an office in Newport Beach, CA.",
        "Added an office in South Jordan, UT.",
        "Added an office in St. Louis, MO.",
        "Added an office in Tulsa, OK.",
        "No longer lists an office in Manhattan, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Changed its office addresses in Scottsdale, AZ.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 200 to 235.",
        "Regulatory assets under management went from $29,080,337,946 to $42,504,972,428 (+46%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added an office in Edina, MN.",
        "Added an office in San Ramon, CA.",
        "Added an office in Warren, NJ.",
        "No longer lists an office in Los Angeles, CA.",
        "No longer lists an office in Salt Lake City, UT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Lido generally requires a minimum of $1 million to open an investment advisory account . Lido reserves the right to waive or adjust this minimum"
        ]
      }
    ],
    "quotes": [
      "Lido generally requires a minimum of $1 million to open an investment advisory account . Lido reserves the right to waive or adjust this minimum"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lido-los-angeles-ca-269866.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3214,
      "fewer_than_5": false,
      "raum": 1389300229.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 9829,
      "fewer_than_5": false,
      "raum": 36787480758.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 72495010.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 684006991.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 26,
      "fewer_than_5": false,
      "raum": 46031721.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 290,
      "fewer_than_5": false,
      "raum": 927127763.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 3,
      "fewer_than_5": true,
      "raum": 24177213.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 415,
      "fewer_than_5": false,
      "raum": 2574352743.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269866",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}