NEW CITY, NYCRD 318920Latest ADV February 13, 2026
Lt Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New City, NY. Its latest Form ADV filing, dated February 13, 2026, reports $54M in regulatory assets under management, 1 employee, and 57 accounts.
Assets Under Management
$54M
Employees
1
Offices
--
Total Clients
18
Primary office
NEW CITY, NY
3 E EVERGREEN ROAD, SUITE 101 PMB 616, NEW CITY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
9
2
HNWI
44.4%
8
3
Irrevocable Trusts/Estates
5.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$54Mas of February 13, 2026
Discretionary100.0%
$54M
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.
Total AUM$54M
Total Accounts57
10Y AUM Change+$11M (+25.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee18:1
10Y Employee Change0 (0.0%)
* 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.