Lilliano Capital Management LLC: new SEC registration, $168M AUM, Phoenix, AZ
Lilliano Capital Management LLC (Phoenix, Arizona): new SEC registration, $168M AUM, Phoenix, AZ. Its amount of 168 is above the median of 134 (61st percentile). Dated 257 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 168 · 61th percentile of 1,149 NewRiaPulse records · 1.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related AZ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Lilliano Capital Management LLC |
| Legal name | Lilliano Capital Management LLC |
| CRD | 339106 |
| Status | Approved |
| Registered with the SEC | 2026-02-20 |
| Latest Form ADV filing | 2026-06-09 |
| Location | Phoenix, AZ, United States |
| Regulatory AUM | $167,882,408 |
| Accounts | 409 |
| Employees | 2 |
| Website | https://www.lillianocapital.com/ |
| amount percentile | 61th of 1,149 (median 134, 1.3x median) |
| Peer records CSV (26 AZ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-20
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Lilliano Capital Management LLC and 26 Arizona peers
- Arizona NewRiaPulse records like this one: 26
- Lilliano Capital Management LLC's amount: 61st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Arizona peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $168M under management.
- Website on file.
What is the NewRiaPulse record for Lilliano Capital Management LLC in Phoenix, Arizona?
Lilliano Capital Management LLC received SEC registration as an investment adviser (2026-02-20) with $167,882,408 in regulatory assets under management, based in Phoenix, AZ.
How does Lilliano Capital Management LLC compare to other Arizona NewRiaPulse records?
Its amount of 168 sits in the upper half (61th percentile) of 1,149 records; the median is 134. It is 257 days old; check the official source for later updates before acting.
Lilliano Capital Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Lilliano Capital Management LLC | Phoenix, AZ | 168 | 61st | 2026-02-20 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.