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Lindvall Capital Management, LLC (San Luis Obispo)


Lindvall Capital Management, LLC is a large advisory firm based in San Luis Obispo. It manages $350 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Lindvall Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lindvall Capital Management: assets under management

The assets under management (AUM) of Lindvall Capital Management, LLC is $350 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 121% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $350 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lindvall Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Luis Obispo

The principal office where Lindvall Capital Management, LLC performs its advisory services is located at 1194 Pacific Street, San Luis Obispo, CA 93401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 805-781-6006 or by fax 805-781-6005. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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