9AT: LAFISE GLOBAL ADVISORS LLC

LAFISE GLOBAL ADVISORS LLC

LAFISE GLOBAL ADVISORS LLC

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 05/21/2024
ADV Location	MIAMI, FL, United States
Contact Info	305 xxxxxxx

AUM^*	699,013,886 8%
of that, discretionary	699,013,886 8%
Number of Employees	3 50%
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	69,901,389 -13%
% High Net Worth	16.67% 100%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Banking or thrift institutions
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

699M 599M 499M 399M 300M 200M 100M

2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

LAFISE GLOBAL ADVISORS LLC (“LGA” or the “Firm”) was established in February 2024 and approved as a Registered Investment Adviser in 2024. Robert Zamora, Sr. is the principal owner. The firm encourages clients to use the services of an estate attorney and does not render legal, accounting, or tax advice. The firm also will not advise the client or act for the client in any legal proceedings, including bankruptcies, involving securities held or previously held or the issuers of those securities. Portfolio management is based on the individual objectives of each specific client portfolio and may or may not represent the overall objectives of the clients’ total investment assets. Although not specifically limited, LGA’s primary focus is on short-term fixed income products, including government bonds, foreign government bonds and corporate bonds. Based on the client’s objectives, stocks, ETFs, and/or mutual funds may also be recommended. LGA seeks appropriate levels of diversity in each Investment Advisory account and designs these accounts to meet each client’s particular investment objectives and guidelines. Advisory accounts are designed to provide discretionary management by an Advisor Representative of the firm. LGA assists each client in formulating investment objectives and manages the account within established guidelines

regarding, among other matters, diversification and designation of securities that may be purchased. ERISA and Individual Retirement Accounts Disclosure When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule's provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. As this is our initial application for registration we current have no assets under management.