Eugene
Lai

Lai Capital Management LLC

CRD#4859155
Investment Advisor
in Irvine, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Eugene Lai is an investment advisor whose office is in Irvine, California. Currently a registered financial advisor with Lai Capital Management LLC, Lai has 18 years of practice as a financial advisor. Lai has a Series 65 license, designating them as an investment advisor representative. Lai is registered to work with investors in California. Over the course of their career, Lai has held roles at Lai Capital Management LLC and Eugene Lai. Lai Capital Management LLC is based out of Irvine, California. In total, Lai Capital Management LLC manages $11 million in assets across 44 client accounts and retains one person on staff. The amount of assets the firm manages makes it one of the smaller firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 93% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Lai Capital Management LLC provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

930 Roosevelt Ste 302
Irvine, CA 92620

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lai Capital Management LLC Brokerage Details

Total Assets Under Management

$10,891,687

CA Average: $7,578,581,321
Total Number of Employees

1

CA Average: 43
Total Number of Accounts

44

CA Average: 3,727
Average Account Size

$247,538

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Eugene Lai Work History

Eugene has 18 years of experience.

2012 - Present (8 years)

Eugene Lai

2002 - Present (18 years)

Lai Capital Management LLC

Disclosures

Eugene Lai has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lai Capital Management LLC

Eugene Lai
Irvine, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started