SEC-registered independent wealth management RIA
Lavelle Capital
As of its Form ADV filed September 30, 2026, Lavelle Capital, an SEC-registered independent wealth management RIA in San Francisco, California, reported $508.2 million in regulatory assets under management across 155 accounts, ranking #332 among independent RIAs in California by assets.
Registration
- Main office
- San Francisco, CA
- Registration
- SEC-registered, Approved
- CRD number
- 316754
- SEC file number
- 801-122492
- Registered since
- October 13, 2021
- Latest Form ADV filing
- September 30, 2026
- Legal name
- LAVELLE CAPITAL LP
- Organized as
- Limited Partnership
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $508.2 million
- Discretionary
- $508.2 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 155 (155 discretionary)
- Clients
- 93, approximate as reported
- Employees
- 3
- Advisory staff
- 2 performing investment advisory functions
- Average account
- $3.3 million
- Asset growth, 1 year
- 66.4% (from $305.5 million a year earlier)
- Asset growth, 3-year annual rate
- 50.7% (from $148.6 million three years earlier)
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 447.1% (from 17)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In California | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #2,549 | #332 | $508.2 million |
| Fastest-growing independent RIAs over one year | #208 | #26 | 66.4%from $305.5 million |
| Fastest-growing independent RIAs over three years | #84 | #12 | 50.7%from $148.6 million |
| Independent RIAs with the biggest asset gains over one year | #1,054 | #141 | $202.7 million |
| Independent RIAs with the most clients | #9,111 | #1,098 | 93 |
| Independent RIAs with the most accounts | #9,557 | #1,138 | 155 |
| Independent RIAs with the most advisory staff | #6,488 | #736 | 2 |
| Independent RIAs with the most high net worth clients | #4,140 | #532 | 74 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 3, 2022 | $204.5 million |
| October 5, 2023 | $148.6 million |
| October 1, 2024 | $267.4 million |
| September 2, 2025 | $305.5 million |
| October 2, 2026 | $508.2 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 74 clients | $374.0 million | |
| Pooled investment vehicles 14 clients | $125.8 million | |
| Charitable organizations 5 clients | $8.4 million |
How the firm is paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Advisory services
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Other financial products
Financial industry affiliations (Item 7.A)
- Sponsor, general partner or managing member of pooled investment vehicles
Advises 5 private funds (Item 7.B).
Custody (Item 9)
The firm reported custody of client cash or securities, $119.0 million in total.
Investment adviser representatives
- IARs registered with the firm
- 2
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 2
2 of the firm's 2 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in California
| Firm | City | RAUM |
|---|---|---|
| Dew Point Capital | Los Angeles | $513.2 million |
| Robert L. Bender, Inc. DBA Robert Bender & Associates | Pasadena | $510.9 million |
| Financial Designs Corporation | Claremont | $507.9 million |
| Ducere Wealth Management | Newport Beach | $503.8 million |
| Weinberger Asset Management, Inc | Los Angeles | $503.6 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Lavelle Capital on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.lavellecapital.com
- Independent RIAs in California
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.