LGT Financial Advisors LLC

RIASEC RegisteredEst. 2013

Total AUM

$456M

Discretionary

$456M

100% of AUM

Avg account

$1M

Accounts

452

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 111575
Registered since: April 4, 2013
Website: www.lgt-fa.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI85.64%
Charitable Organizations6.8%
Individuals4.94%
Corporations / Businesses1.92%
Pension & Profit Sharing Plans0.69%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

LGT Financial Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating since 2013. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers on clients’ behalf. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi‑state adviser. Industry relationships noted in filings include accounting and insurance firm affiliations.