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LFM CAPITAL

NASHVILLE, TN · CRD 173834 · IAPD ↗ · lfmcapital.com · (615) 983-6294

$1.42BRegulatory AUM
25Advisory reps
25Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2025 — LFM CAPITAL reported RAUM up 25% ($1.11B -> $1.39B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
59
April 2024 — LFM CAPITAL grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — LFM CAPITAL crossed $1B in regulatory AUM ($879.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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