LYTLE INVESTMENTS

Overview

Lytle Investments is a privately owned corporate advisory firm that focuses on fee-based portfolio management for individuals and small businesses while also providing pension consulting and the selection of third-party advisers. Registered with the SEC since 2018, the firm acts as a capital allocator and serves both individual & family and institutional clients. Its stated fee model is a percentage of assets under management, and its investment profile shows a clear preference for equity exposure delivered primarily through exchange-traded vehicles. Lytle does not identify as an active ESG investor and operates without multi-state registration. The firm’s advisory mix combines discretionary portfolio management with adviser selection capabilities and pension consulting, indicating a hybrid practice that manages client portfolios directly while leveraging outside managers where appropriate. Lytle also deploys alternative investments—most notably hedge funds and digital currency allocations—alongside more traditional products such as mutual funds and annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices