LAZARI CAPITAL MANAGEMENT, INC.
SEC RegisteredPersonalized Wealth Management
About the firm
Lazari Capital Management Inc. is built on a solid foundation of excellent service and in-depth market knowledge. The firm uses a Contrarian Value Strategy with a large emphasis on dividend and interest income, achieved through stocks, bonds, mutual funds, exchange traded funds, and options.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning including a digital, dynamic financial plan through an online wealth organizer, and Investment Management providing professional guidance, a disciplined process, proper resources, and unceasing vigilance.
Who they serve
Clients seeking to achieve their financial goals through customized investment portfolios
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 609 | $135M |
| High Net Worth Individuals | 122 | $367M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 220 | $171M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
10 advisors in the directory
Regulatory & compliance
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LAZARI CAPITAL MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.