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LYTLE INVESTMENTS
Legal name: LYTLE INVESTMENT SERVICES CORP.
CRD 297591File 801-113598
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$74.3M
Bottom 25% of cohort (national)
Discretionary AUM
$63.5M
Non-discretionary $10.9M
Clients
204
350 accounts
Employees
5
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 12, 2018
- Principal office
- 101 LANG BOULEVARD, GRAND ISLAND, NY, 14072
- Phone
- 716-773-6626
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $74.3M
- Discretionary AUM
- $63.5M
- Non-discretionary AUM
- $10.9M
- Discretionary accounts
- 322
- Non-discretionary accounts
- 28
- Total accounts
- 350
- AUM per client
- $364K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $18K |
| High net worth individuals | 16 | $24.7M |
| Individuals (other than high net worth individuals) | 187 | $49.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This 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.