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LEAR INVESTMENT MANAGEMENT

DALLAS, TX · CRD 174119 · IAPD ↗ · (214) 445-5900

$1.24BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — LEAR INVESTMENT MANAGEMENT crossed $1B in regulatory AUM ($805.7M -> $1.24B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — LEAR INVESTMENT MANAGEMENT notice-filed in CT, IL, MD, MO, NJ, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — LEAR INVESTMENT MANAGEMENT reported RAUM up 33% ($604.0M -> $805.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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