LKL Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$989,641
Clients
12
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$82,470
About
LKL Advisors serves individual clients — including high‑net‑worth individuals and professionals in technology, finance, and consulting, particularly those with complex compensation such as equity and RSUs — and offers financial planning, investment management, access to estate‑planning tools through a partnership with Trust & Will, and career consulting tied to compensation transitions. The firm also distributes generic publications and may provide educational seminars or workshops to clients and the public.
The firm charges percentage‑of‑AUM fees and manages accounts on both a discretionary and non‑discretionary basis, employing a mix of long‑term growth, active management, and alternative investments (including cryptocurrency exposure where appropriate). LKL supplements its process with AI tools (Google Gemini Enterprise) for research and may recommend a sub‑adviser, SyntheticFi, to operate options‑backed loan subaccounts while retaining overall plan oversight.
Notable and less common features for a firm of this size include the sub‑advisory arrangement with SyntheticFi for options‑backed loans, the paid client benefit of Trust & Will estate‑planning access, and the provision of career consulting and public periodicals/seminars. The firm also discloses that its principal is employed at Coinbase and has established policies to manage that relationship (for example, refraining from purchasing $COIN equity or direct digital assets on behalf of clients), which shapes how it approaches cryptocurrency advice.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Career advice services (non-financial)
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Active portfolio management
Private / alternative investments
Occupation focus
Technology Professional
Financial Professional
Consultant
Demographic focus
HENRY (High Earners, Not Rich Yet)
Fee options
$0 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.50% annually $1,000,001 - $5,000,000: 0.30% annually > $5,000,000+: 0.15% annually
Fee-only: Fee-only advisory firm; no commissions or third-party compensation received.
Main office location
LKL Advisors
Atlanta GA, United States
Number of offices
1
Most active in
LKL Advisors has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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