LAUTERBACH FINANCIAL ADVISORS, LLC

CRD 114431File 801-64326

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$700.3M

Above cohort median (national)

Discretionary AUM

$699.8M

Non-discretionary $441K

Clients

403

1,038 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jun 6, 2005
Principal office: 4130 RIO BRAVO STREET, EL PASO, TX, 79902
Phone: 915-544-6950
Website: HTTP://WWW.LFA-IA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $700.3M
Discretionary AUM: $699.8M
Non-discretionary AUM: $441K
Discretionary accounts: 1,034
Non-discretionary accounts: 4
Total accounts: 1,038
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$12.2M
Charitable organizations	9	$78.0M
High net worth individuals	156	$461.7M
Pension and profit sharing plans	18	$67.3M
Individuals (other than high net worth individuals)	211	$81.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.