# Lilliano Capital Management LLC

> Lilliano Capital Management LLC is an SEC-registered investment advisory firm in Phoenix, AZ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 339106
- Filed as: LILLIANO CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339106
- AdvisorCensus page: https://advisorcensus.com/firm/lilliano-capital-management-llc-phoenix-az-339106

## Quick answers

**How is Lilliano Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lilliano Capital Management 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 Lilliano Capital Management LLC located?**
Lilliano Capital Management LLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Lilliano Capital Management LLC registered with the SEC or a state?**
Lilliano Capital Management LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339106.

**How much does Lilliano Capital Management LLC manage?**
Lilliano Capital Management LLC reports $167,882,408 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (80% discretionary).

**What types of clients does Lilliano Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (378); high net worth individuals (31).

**Which custodians does Lilliano Capital Management LLC use?**
Lilliano Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Interactive Brokers as custodians holding 10% or more of its separately managed account assets.

**Does Lilliano Capital Management LLC 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/339106

**What changed in Lilliano Capital Management LLC's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $0 to $167,882,408.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Interactive Brokers

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.

### Regulatory assets under management (Item 5.F)
- Total: $167,882,408
- Discretionary: $134,332,475
- Non-discretionary: $33,549,933

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 378 | $54,776,599 |
| High net worth individuals | 31 | $113,105,809 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lillianocapital.com

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $0 to $167,882,408.

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lilliano Capital Management LLC (CRD 339106): Form ADV filing data as of October 2026.