LGG FINANCIAL

Legal name: THE LUTS & GREENLEIGH GROUP, INC.

CRD 305002File 801-117324

APPROVED

Retail clients

Custody

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$563.9M

Above cohort median (national)

Discretionary AUM

$563.9M

Clients

250

896 accounts

Employees

Above cohort median in MD

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Sep 12, 2019
Principal office: 7200 WISCONSIN AVENUE, SUITE 300, BETHESDA, MD, 20814
Phone: 301-312-6660
Website: http://lggfinancial.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $563.9M
Discretionary AUM: $563.9M
Non-discretionary AUM: $0
Discretionary accounts: 896
Non-discretionary accounts: 0
Total accounts: 896
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.3M
High net worth individuals	152	$520.3M
Pension and profit sharing plans	9	$5.7M
Individuals (other than high net worth individuals)	89	$36.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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

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.