Lgt Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 11, 2026, reports $456M in regulatory assets under management, 5 employees, and 452 accounts.
Assets Under Management
$456M
Employees
5
Offices
--
Total Clients
147
Primary office
DALLAS, TX
2626 HOWELL ST, SUITE 700, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.3% of total clients.
Top client categories% of clientsClients
1
Individuals
48.3%
71
2
HNWI
42.9%
63
3
Pension Plans
5.4%
8
4
Corporations
3.4%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$456Mas of March 11, 2026
Discretionary100.0%
$456M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$456M
Total Accounts452
10Y AUM Change+$263M (+136.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.