Maher Askary

Employer firm

Lido CRD 269866

$42.5B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2025 → Present
  Lido Advisors, Llc
  Los Angeles, CA
• 03/2024 → 01/2025
  Envision Capital Group
  Laguna Niguel, CA
• 11/2021 → 02/2024
  Partners Capital Group
  Santa Ana, CA
• 05/2019 → 11/2021
  Ad Asset Management
  Newport Beach, CA
• 04/2016 → 01/2019
  Yield Investments Ltd
  Dubai
• 02/2019 → 04/2019
  Unemployed
  Tustin, CA

Other Businesses

1) AD ASSET MANAGMENT, LLC; Managing Director since 2019; Tustin, CA; investment fund for commercial real estate that is not currently active and in the processes of closing it down; 1hr/month 2) COASTAL BUSINESS CAPITAL, LLC; holding company for ownership share sold in The Cambridge Capital Group; est. 2016; not active and in process of closing down; 1hr/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-09