GRAND ISLAND, NYCRD 297591Latest ADV March 9, 2026
Lytle Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Grand Island, NY. Its latest Form ADV filing, dated March 9, 2026, reports $74M in regulatory assets under management, 5 employees, and 350 accounts.
Assets Under Management
$74M
Employees
5
Offices
--
Total Clients
204
Primary office
GRAND ISLAND, NY
101 LANG BOULEVARD, GRAND ISLAND, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.7% of total clients.
Top client categories% of clientsClients
1
Individuals
91.7%
187
2
HNWI
7.8%
16
3
Corporations
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$74Mas of March 9, 2026
Discretionary85.4%
$63M
85% of total RAUM85.4%
Non-discretionary14.6%
$11M
15% of total RAUM14.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$74M
Total Accounts350
10Y AUM Change+$20M (+36.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change+1 (+25.0%)
* 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.