The Luts & Greenleigh Group, Inc.
● SEC registered since 2019CRD 305002SEC# 801-117324Bethesda, MD
Reg. AUM
$563.9M
Employees
3
Accounts
896
Location
Bethesda, MD
About The Luts & Greenleigh Group
LGG Financial is an independent, fee-only family wealth office serving individuals and families. Its personal approach combines wealth management, retirement planning, investment advice, and estate strategy around each client's broader life.
Summary based on the firm’s website.
The Luts & Greenleigh Group, Inc. assets under management
The Luts & Greenleigh Group, Inc. operates as an SEC-registered investment adviser based in Bethesda, MD. The firm has been registered since 2019. It reports $563.9 million in regulatory assets under management and employs 3 people.
The Luts & Greenleigh Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Craig Luts Control | Partner | 50-75% | 2019 |
| David Michael Greenleigh Control | Partner And Chief Compliance Officer | 50-75% | 2019 |
Frequently asked questions
How much does The Luts & Greenleigh Group, Inc. manage?
The Luts & Greenleigh Group, Inc. reports $563.9 million in regulatory assets under management on its Form ADV.
How many employees does The Luts & Greenleigh Group, Inc. have?
The Luts & Greenleigh Group, Inc. reports 3 employees.
Where is The Luts & Greenleigh Group, Inc. located?
The Luts & Greenleigh Group, Inc. is based in Bethesda, MD and has been SEC-registered since 2019.
Does The Luts & Greenleigh Group, Inc. disclose fund performance?
The Luts & Greenleigh Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7200 Wisconsin Avenue, Suite 300, Bethesda, MD 20814 |
| Phone | 301-312-6660 |
| Fax | 301-560-8560 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$563.9M▲ 7%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$563.9Mregulatory AUM
Discretionary $563.9M