Ls Investment Advisors, LLC (Bloomfield Hills)

Name: Ls Investment Advisors, LLC
Address: 39533 Woodward Avenue, Bloomfield Hills, MI, 48304 5106
Telephone: 248-430-0262

Ls Investment Advisors, LLC is a large advisory firm based in Bloomfield Hills. It manages $5.15 billion of regulatory assets for 604 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Florida, Iowa, and 9 other states.

Ls Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ls Investment Advisors: assets under management

The assets under management (AUM) of Ls Investment Advisors, LLC is $5.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 290% since the beginning of its operation, and $12.2 million of the total AUM is attributable to clients outside of the United States.

The firm manages $5.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.53 million each.

Investments

The firm invests in exchange traded securities the most. They account for 34% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 31% of the firm’s portfolio. Investments in government bonds form 27% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ls Investment Advisors, LLC 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.

What kind of clients William Francis Camp serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of William Francis Camp is pension and profit sharing plans with 17 clients and $1.5 billion of assets under management. Among the 9 most similar advisory firms, Ls Investment Advisors has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $3.6 billion for 298 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Ls Investment Advisors doesn't advise any private funds.

Careers at Ls Investment Advisors, LLC

The company employs 14 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

William Francis Camp has been acting as President since 1 Feb 2008. Mark Andrew Shank has served as the Chief Investment Officer since 1 Feb 2008. Kristine Michele Hollister joined the executive team most recently as the Member/Partner/Director, Business Management.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Francis Camp	Managing member/managing partner/president/chief compliance officer	1 Feb 2008	Other	4549024
Mark Andrew Shank	Member/managing partner/chief investment officer	1 Feb 2008	Other	1088345
Karen Lynn Mcclintock	Member/managing partner	1 Feb 2008	Other	1499193
Jay Edwin Van Cleave	Member/partner	1 Feb 2008	Other	1291547
Gregory Arthur Welch	Principal	1 Feb 2008	Other	826389
Karen Lynn Combs	Principal	1 Feb 2008	Other	1499193
Kristine Michele Hollister	Member/partner/director, business management	1 Jun 2008	Other	4904863
Joann Lynn Kayser	Member/partner/director, operations	1 Jun 2008	Other	5124952
Daniel Joseph Kostaroff	Member/partner	1 Jun 2008	Other	5321128
Kristine M. Hollister	Principal	1 Jun 2008	Other	4904863
Daniel Kostaroff	Principal	1 Jun 2008	Other	5321128
Timothy James Cooney	Principal	1 Jun 2008	Other	4024958

Based in Bloomfield Hills

The principal office where Ls Investment Advisors, LLC performs its advisory services is located at 39533 Woodward Avenue, Bloomfield Hills, MI 48304 5106, which is also the mailing address of the firm. An additional office of the firm is in Milwaukee, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-430-0262 or by fax 248-646-3317. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at lsia.us.com and its LinkedIn profile.