Lbs Capital Management Inc (Tampa)

Name: Lbs Capital Management Inc
Address: 815 S Roxmere Rd, Tampa, FL, 33609
Telephone: [727] 726-5656

Lbs Capital Management Inc is an adviser based in Tampa. It manages $18.97 million of regulatory assets for 146 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Michigan, and 3 other states.

Lbs Capital Management provides portfolio management for individuals and small businesses and sub-advisor to registered investment advisor. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lbs Capital Management: assets under management

The assets under management (AUM) of Lbs Capital Management Inc is $18.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.92 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lbs Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lbs Capital Management Inc

James Ackles has been acting as President since 1 Nov 1996. Matthew Nicholas Xiarhos joined the executive team most recently as the Executive Vp.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rena Heare Loick	Shareholder	1 Jun 1986	25% - 50%	4347548
James Ackles	President/coo/treas/shareholder	1 Nov 1996	25% - 50%	2706099
Walter Julius Loick	Chairman/director/shareholder	1 Nov 1996	25% - 50%	311923
James Alexander Ackles	President/coo/treas/shareholder/cco/director	1 Nov 1996	25% - 50%	2706099
Thor Bendickson	Corporate secretary	1 Apr 1998	Other	2870759
Nancy Jean Smart	Director/shareholder	1 Apr 1998	Other	1143190
Kathyrn Joan Heintz	Director	1 Nov 2002	Other	4650623
Matthew Nicholas Xiarhos	Executive vp	1 Sep 2004	Other	2790674

Based in Tampa

The principal office where Lbs Capital Management Inc performs its advisory services is located at 815 S Roxmere Rd, Tampa, FL 33609 The mailing address of the firm is 4532 W Kennedy Blvd., #310, Tampa, FL 33609. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [727] 726-5656 or by fax [727] 726-2517. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.lbs.com.