KR
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
43 clients
Average Client Portfolio
$107K average
Assets Under Management
$4.6M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
LSF Capital's annual investment management fee is negotiable, up to a maximum of 1% of assets under management. Billing occurs monthly or quarterly in arrears. Clients may also pay fees to sub-advisers if those services are utilized. Clients are responsible for third-party fees associated with investing. LSF Capital is compensated by unaffiliated investment advisors for referral services.
Areas of Practice
Investment Management
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Advisor Information
Office location
7011 Ash Street, Frisco, TX, 75034
Get directionsRegulatory History (1)
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Regulatory
October 2021Final
Other Business ActivitiesSells Insurance
Karey is a member and 50% owner of LS Financial Group LLC, which owns 10% of Impact Wealth Group LLC, an insurance firm. Karey spends a nominal amount of time on this activity.
Employment History
Current Registrations
Lsf Capital LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Iwg Investment Advisors LLC
June 2019 - April 2025 · 5 yrs 10 mos
H.D. Vest Advisory Services, INC
March 2009 - July 2010 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.