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LGK ADVISORS, LLC

NEW YORK, NY · CRD 154922 · IAPD ↗ · lsvadvisors.com · 212-378-3700

$4.39BRegulatory AUM
10Advisory reps
27Employees
0Clients
n/aPlanning clients
16Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — LGK ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2026 — LGK ADVISORS, LLC reported RAUM up 35% ($3.24B -> $4.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — LSV ADVISORS, LLC is now doing business as LGK ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2024 — LGK ADVISORS, LLC reported RAUM up 68% ($1.56B -> $2.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.