Larson Capital Management, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 66
- Avg AUM / client
- $21.6M
- Accounts
- 66
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 66 | $1.4B | 100.0% |
Private funds (17)
View all →Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $110M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Larson Capital Real Estate Fund Iq Llc | Real Estate Fund | Delaware | $23.5M | 159 |
| Lchr Blocker, Llc | Private Equity Fund | Delaware | $12.0M | 88 |
| Lcl Blocker, Llc | Private Equity Fund | Delaware | $9.4M | 14 |
| Lifi Blocker, Llc | Private Equity Fund | Delaware | $9.3M | 38 |
| Lcref Ii Blocker, Llc | Private Equity Fund | Delaware | $8.0M | 22 |
| Lch Blocker, Llc | Private Equity Fund | Delaware | $7.8M | 49 |
| Larson Capital Rochester, Llc | Private Equity Fund | Delaware | $7.5M | 47 |
| Lcr Okc Blocker, Llc | Private Equity Fund | Delaware | $6.0M | 76 |
| Larson Capital Debt Fund I, Llc | Private Equity Fund | Delaware | $5.3M | 35 |
| Larson Capital Fund Viq, Llc | Real Estate Fund | Delaware | $5.0M | 56 |
| Lc Sfr Blocker, Llc | Private Equity Fund | Delaware | $4.7M | 50 |
| Lcg Blocker, Llc | Private Equity Fund | Delaware | $3.7M | 11 |
| Larson Reward Estates Fund I, Llc | Real Estate Fund | Delaware | $2.5M | 26 |
| Larson Capital Granite Tower Q, Llc | Private Equity Fund | Delaware | $2.0M | 12 |
| Lcca Blocker, Llc | Private Equity Fund | Delaware | $1.7M | 24 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Douglas Larson | President | CFP | Jun 2006 (20y) | ≈ 56.25% – 100% via Larson Financial Holdings, Llc |
| Randy Scott Miller | Chief Compliance Officer | CFP | Apr 2019 (7y) | Less than 5% |
| Alyssa Johnson | Registered representative | Oct 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Larson Financial Holdings, Llc | Member | Jul 2013 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Paul Douglas Larson: 75% – 100% of Larson Financial Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% 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.
Private funds (17, $110M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Larson Capital Real Estate Fund Iq Llc | Real Estate Fund | $23.5M | $25.0K | 159 |
| Lchr Blocker, Llc | Private Equity Fund | $12.0M | $75.0K | 88 |
| Lcl Blocker, Llc | Private Equity Fund | $9.4M | $75.0K | 14 |
| Lifi Blocker, Llc | Private Equity Fund | $9.3M | $75.0K | 38 |
| Lcref Ii Blocker, Llc | Private Equity Fund | $8.0M | $25.0K | 22 |
| Lch Blocker, Llc | Private Equity Fund | $7.8M | $50.0K | 49 |
| Larson Capital Rochester, Llc | Private Equity Fund | $7.5M | $50.0K | 47 |
| Lcr Okc Blocker, Llc | Private Equity Fund | $6.0M | $75.0K | 76 |
| Larson Capital Debt Fund I, Llc | Private Equity Fund | $5.3M | $50.0K | 35 |
| Larson Capital Fund Viq, Llc | Real Estate Fund | $5.0M | $75.0K | 56 |
| Lc Sfr Blocker, Llc | Private Equity Fund | $4.7M | $75.0K | 50 |
| Lcg Blocker, Llc | Private Equity Fund | $3.7M | $75.0K | 11 |
| Larson Reward Estates Fund I, Llc | Real Estate Fund | $2.5M | $100K | 26 |
| Larson Capital Granite Tower Q, Llc | Private Equity Fund | $2.0M | $50.0K | 12 |
| Lcca Blocker, Llc | Private Equity Fund | $1.7M | $75.0K | 24 |
| Larson Capital The Fitz Blocker, Llc | Private Equity Fund | $1.2M | $75.0K | 13 |
| Lcwj Blocker, Llc | Private Equity Fund | $0 | $50.0K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 6.15 MB | 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗