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LTG CAPITAL LLC
CRD 128216File 801-123540
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$142.2M
Bottom 25% of cohort (national)
Discretionary AUM
$142.2M
Clients
92
353 accounts
Employees
5
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 25, 2022
- Principal office
- 10 SPEEN STREET, SUITE 4-03, FRAMINGHAM, MA, 01701
- Phone
- 888-445-0111
- Website
- HTTP://WWW.LTGCAPITAL.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $142.2M
- Discretionary AUM
- $142.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 353
- Non-discretionary accounts
- 0
- Total accounts
- 353
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $159K |
| High net worth individuals | 30 | $121.3M |
| Individuals (other than high net worth individuals) | 61 | $20.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- 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- Q11D2
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.