DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Lilliano Capital Management LLC

Independent wealth managerPhoenix, ArizonaCRD 339106SEC 801-135048websiteIAPD
Latest filing Jun 9, 2026
First filing on the tape Feb 11, 2026 · 3 filings
SEC status approved since Feb 20, 2026
RAUM
$168M
reported, Item 5.F
Discretionary
80%
of RAUM
Private clients
100%
$168M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$168M
derived; firm RAUM over IAPD count
Employees
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$168M as of Jun 9, 2026
Feb 11, 2026$0 then
HNW client RAUM$113M as of Jun 9, 2026
May 11, 2026$113M then
State-registered IARs (5.B.3)1 as of Jun 9, 2026
Feb 11, 20261 then
Employees (5.A)2 as of Jun 9, 2026
Feb 11, 20261 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 9, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$168MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
409derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.6MderivedHNW RAUM over HNW clients
Average account
$410,470derivedRAUM over accounts (5.F.2.f)
Discretionary
80%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$113M67%
  • Individuals$54.8M33%
Individual clients
378reported
HNW clients
31reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
409reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jacob N. PaciniPheonix, Az Mar 5, 202613 y2
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • N. Jacob Pacini · Owner, Chief Investment Officer & Chief Compliance Officercontrol
      since 10/2025 · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 0 to 409
      Feb 11, 2026 to May 11, 2026
    • HNW clients · unset to 31.0
      Feb 11, 2026 to May 11, 2026
    • Individual clients · unset to 378.0
      Feb 11, 2026 to May 11, 2026
    • Employees · 1 to 2
      Feb 11, 2026 to May 11, 2026
    • Discretionary RAUM · $0 to $134M
      Feb 11, 2026 to May 11, 2026
    • HNW RAUM · unset to 113105809.0
      Feb 11, 2026 to May 11, 2026
    • Individual RAUM · unset to 54776599.0
      Feb 11, 2026 to May 11, 2026
    • Non-discretionary RAUM · $0 to $33.5M
      Feb 11, 2026 to May 11, 2026
    • RAUM · $0 to $168M
      Feb 11, 2026 to May 11, 2026
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    480-678-0411reportedpublished by the firm, firm site, Sep 17, 2026
    Business phone
    555-555-5555reportedpublished by the firm, firm site, Sep 17, 2026
    Website
    lillianocapital.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    480-678-0411reportedpublic record, Form ADV, Jun 9, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $168Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026