Lgt Financial Advisors LLC
● SEC registered since 2013CRD 111575SEC# 801-77833Dallas, TX
Reg. AUM
$456.1M
Employees
5
Accounts
452
Location
Dallas, TX
Lgt Financial Advisors LLC assets under management
Lgt Financial Advisors LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2013. It reports $456.1 million in regulatory assets under management and employs 5 people.
Lgt Financial Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Miller Bentley Control | Director | Under 5% | 2024 |
| Lane Gorman Trubitt, LLC Control | Managing Member | Over 75% | 2016 |
| Will S Clark Control | Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Lgt Financial Advisors LLC manage?
Lgt Financial Advisors LLC reports $456.1 million in regulatory assets under management on its Form ADV.
How many employees does Lgt Financial Advisors LLC have?
Lgt Financial Advisors LLC reports 5 employees.
Where is Lgt Financial Advisors LLC located?
Lgt Financial Advisors LLC is based in Dallas, TX and has been SEC-registered since 2013.
Does Lgt Financial Advisors LLC disclose fund performance?
Lgt Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2626 Howell St, Suite 700, Dallas, TX 75204 |
| Phone | 214-871-7500 |
| Fax | 214-871-0011 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$456.1M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$456.1Mregulatory AUM
Discretionary $456.1M