L&S Investment Advisors, Llc
- Regulatory AUM
- $231M
- Discretionary
- $231M
- Clients
- 415
- Avg AUM / client
- $557K
- Accounts
- 399
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 176 | $25.3M | 11.0% |
| High net worth individuals | 139 | $70.4M | 30.4% |
| Corporations and other businesses | 100 | $136M | 58.6% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leandro Panazzolo Ruschel | Ceo | Aug 2016 (10y) | ≈ 37.5% – 75% via Agir Participations, Llc | |
| De Paola, Eraldo, Dante | Owner | Dec 2016 (10y) | ≈ 7.5% – 25% via De Paola P.E. Llc | |
| Eraldo De Paola Neto | Cco | Apr 2020 (6y) | Less than 5% | |
| Horn, Joseph, (Nmn) | Owner | Sep 2021 (5y) | ≈ 5% – 18.75% via Edinvest Education Llc | |
| Antonio Andrade | Registered representative | Jun 2021 (5y) | ||
| Luis Guilherme Apelfeld | Registered representative | Apr 2022 (4y) | ||
| Eric Carrieri Taylor | Registered representative | Oct 2022 (4y) | ||
| Joao Renato Lacerda Corbellini | Registered representative | Jul 2023 (3y) | ||
| Lorenzo Pereira Weber | Registered representative | Apr 2026 (0y) | ||
| Victor Luiz Mecozzi | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Agir Participations, Llc | Member | Dec 2016 | A | 50% – 75% |
| Edinvest Education Llc | Member | Dec 2016 | A | 10% – 25% |
| De Paola P.E. Llc | Memeber | Dec 2016 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Leandro Panazzolo Ruschel: 75% – 100% of Agir Participations, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- De Paola, Eraldo, Dante: 75% – 100% of De Paola P.E. Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Horn, Joseph, (Nmn): 50% – 75% of Edinvest Education Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • CONSULTING FEE NOT ASSET BASED
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Interactive Brokers $137M (59% of AUM) Mar 2026
- Morgan Stanley $64.0M (28% of AUM) Mar 2026
- Pershing $6.1M (3% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗