|Lourd Capital Management is a RIA based in Beverly Hills, CA with $2B in AUM and with 7 advisors nationwide. Barry Blaine Lourd is the majority owner of the firm and has been in this role with the firm since 2006.|
|Peter Johnston Wright||Jul 2013|
|Barry Blaine Lourd||Jun 2006|
|Cade Brem Mcnown||Jun 2013|
|Joseph Haywood Chrisman||Jun 2010|
|Michael Jihyuk Lee||Jun 2012|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Barry Blaine Lourd (75% or more)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Barry Blaine Lourd||Managing Member||06/01/2006|
|Gordon Kao||Chief Compliance Officer||01/01/2009|
|Michael Jihyuk Lee||Chief Operating Officer||03/01/2009|
|Joseph Haywood Chrisman||Investment Advisor Representative||06/01/2010|
No firm affiliates listed.
9777 Wilshire Blvd.
Beverly Hills , CA 90212
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees