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, SEC-registered RIA organized as a limited liability company. The firm reports an owner-type of an individual and provides advisory services primarily to individual and family clients as well as institutional accounts. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, and it charges fees as a percentage of assets under management. LTG does not describe itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
3 of 4KEVIN PIZZOTTI
Senior Director, Client ServicesCRD 5598809
Matthew Najemy
Investment Advisor RepresentativeCRD 8115921
ARIEL ACUNA
PresidentCRD 2547890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$165M in ETFs
100%
$165M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $28.7M | 149,765 | 17.44% |
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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