LTG Capital LLC
Firm details
- Headquarters
- Framingham, Massachusetts
- CRD number
- 128216
- Registered since
- March 25, 2022
- Website
- www.ltgcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.3%
- Individuals14.59%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
LTG Capital LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm provides financial planning and discretionary portfolio management, primarily serving individual and family clients as well as institutional accounts. It charges clients on a percentage-of-AUM basis and does not market itself as an ESG-focused or multi-state adviser. Advisory activity centers on planning and portfolio management for individuals and small businesses rather than pension consulting or acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$183M in ETFs
100%
$183M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $32.3M | 155,322 | 17.62% |
Location
Framingham, MA
Middlesex
Location
Framingham, MA
Headquartered in Framingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 10 Speen St
- Time zone
- ET (UTC-5)
- Office locations
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