Michael Lazari Karapetian

Employer firm

Lazari Capital Management, Inc. CRD 172932

$691M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 11/2021
  Kovack Securities, Inc.
  Ft. Lauderdale, FL
• 09/2008 → 12/2017
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
• 12/2014 → Present
  Lazari Capital Management, Inc.
  Burbank, CA
• 08/2022 → Present
  Lyndhurst Securities, Inc.
  Burbank, CA
• 11/2003 → Present
  Lazari Asset Management, Inc.
  Burbank, CA
• 10/2025 → Present
  Honey Badger Capital Llc
  Burbank, CA

Previous Registrations

• 2008-09-26 → 2017-12-31
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL
  Woodland Hills, CA
• 2004-01-15 → 2007-06-22
  Brookstreet Securities Corporation
  Woodland Hills, CA
  Woodland Hills, CA
• 2001-10-24 → 2003-11-04
  Banc Of America Investment Services, Inc.
  Thousand Oaks, CA

Other Businesses

1) LAZARI CAPITAL MANAGEMENT, INC. INVESTMENT ADVISER REPRESENTATIVE- 3500 W. OLIVE AVE., SUITE 730, BURBANK, CA 91505; FEE BASED MONEY MANAGEMENT; INVESTMENT RELATED; PRESIDENT; DAY TO DAY MONEY MANAGEMENT OF INVESTMENTS; 90% OF TIME SPENT ON THIS ACTIVITY. 2) LAZARI ASSET MANAGEMENT, INC. - 3500 W. OLIVE AVE., SUITE 730, BURBANK, CA 91505, CORPORATION, ESTATE PLANNING, LIFE INSURANCE SALES AND BUSINESS MANAGEMENT, DIRECT BUSINESS SALES IN ANNUITIES, REAL ESTATE, 1031-EXCHANGES, PRESIDENT, 5% OF TIME SPENT ON THIS ACTIVITY. 3) TRUSTEE AND EXECUTOR; LAZARI ASSET MANAGEMENT, INC.; INVESTMENT RELATED: YES 3500 W. OLIVE AVE., SUITE 730, BURBANK, CA 91505; TRUSTEE SERVICES (INCLUDING BUT NOT LIMITED TO DISTRIBUTION OF TRUST ASSETS, CARRYING OUT INSTRUCTIONS OF TRUST) AND EXECUTOR SERVICES (INCLUDING BUT NOT LIMITED TO SETTLEMENT OF ESTATE); START DATE WITH BUSINESS: 2018-01-10; HRS DEVOTED TO BUSINESS DURING TRADING HRS:0; HRS DEVOTED TO BUSINESS OUTSIDE TRADING HRS:2; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 20. 4) JAMED, LLC - 3500 W. OLIVE AVE., SUITE 730, BURBANK, CA 91505; REAL ESTATE HOLDING COMPANY; NON INVESTMENT RELATED; MANAGING MEMBER; ADMINISTERING TO BUILDING RELATED ACTIVITIES; 1% OF TIME SPENT ON THIS ACTIVITY. 5) POMPEII HOLDINGS LLC - 300 DELAWARE AVE. SUITE 210-A, WILMINGTON, DE 19801; INVESTING IN SMALL BUSINESSES THAT NEED CAPITAL INJECTION; PASSIVE INVESTOR, ONLY PROVIDING CAPITAL; COMPENSATED BY PERCENTAGE OF PROFITS OR INTEREST ON CAPITAL INJECTION; 1% OF TIME SPENT ON THIS ACTIVITY. 6)TORTUGA HOLDING COMPANY, LLC - 300 W. GLENOAKS BLVD. SUITE 202 GLENDALE, CA 91202; MANAGING MEMBER; HOLDING COMPANY FOR PURPOSE OF HOLDING INTEREST IN DIFFERENT SMALL, NON-INVESTMENT RELATED BUSINESSES; 1% OF TIME SPENT ON THIS ACTIVITY. 7) MANAGING MEMBER - BROKEN WINDOW PRODUCTIONS, LLC, 4330 TALOFA AVENUE, TOLUCA LAKE, CA 91602; MANAGING MEMBER (50%) OF FILM PRODUCTION/FINANCING LLC; COMPENSATION TO BE BASED ON BOX OFFICE TICKET AND STREAMING SALES; 1% OF TIME SPENT ON THIS ACTIVITY. 8) DBA: IRON HILL WEALTH MANAGEMENT - 300 W. GLENOAKS BLVD. SUITE 202 GLENDALE, CA 91202; DBA USED FOR LAZARI CAPITAL MANAGEMENT, INC. BUSINESS TRANSACTED IN GLENDALE OFFICE ONLY. 9) MORAVIAN UNIVERSITY BOARD OF TRUSTEES - 1200 MAIN STREET, BETHLEHEM, PA 18018; TRUSTEE ON BOARD; NON-INVESTMENT RELATED; MEET WITH BOARD ON A QUARTERLY BASIS TO DISCUSS COLLEGE POLICIES; APPROVING THE COLLEGE'S MISSION AND OBJECTIVES; ADVISING THE PRESIDENT ON SCHOOL MATTERS; 1% OF TIME SPENT ON THIS ACTIVITY. 10) TRUSTEE/BOARD MEMBER - MERLIN TUTTLE'S BAT CONSERVATION, 5000 MISSION OAKS BLVD #141, AUSTIN, TX 78735; NON-INVESTMENT RELATED; NON-PROFIT ORGANIZATION WHOSE MISSION IS TO INSPIRE BAT CONSERVATION WORLDWIDE; 1% OF TIME DEVOTED; UNPAID. 11) HONEY BADGER CAPITAL LLC, GENERAL PARTNER TO HONEY BADGER OPPORTUNITIES FUND LP. 5% OF TIME SPENT ON THIS ACTIVITY. 12) KARAPETIAN ANIMAL RESCUE ENVIRONMENT FOUNDATION (KARE FOUNDATION) - PRESIDENT; NON PROFIT 501(c) 3 TAX-EXEMPT ORGANIZATION FOCUSING ON ANIMAL RESCUE, ENVIRONMENTAL CONSERVATION, AND COMMUNITY OUTREACH. 1% OF TIME DEVOTED; UNPAID.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-02
• S63 Uniform Securities Agent State Law Examination
  1997-07-15

Other Names

• Michael Lazari Karapetian
• Michael L Karapetian