LTG Capital LLC
Firm details
- Headquarters
- Framingham, Massachusetts
- CRD number
- 128216
- Registered since
- March 25, 2022
- Website
- www.ltgcapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.3%
- Individuals14.59%
- Charitable Organizations0.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
LTG Capital LLC is an independent registered investment adviser organized as an LLC and operating under a percentage-of-AUM fee model. The firm serves both individual & family clients and institutional clients, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. LTG Capital is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The firm became SEC-registered in 2022 and is owner-operated.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Cash & Cash Equivalents6%
Contacts
3 of 4
Kevin Pizzotti
Senior Director, Client ServicesCRD 5598809
Matthew Najemy
Investment Advisor RepresentativeCRD 8115921
Ariel Acuna
Portfolio Manager, Financial AdvisorCRD 2547890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$188M in ETFs
100%
$188M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL-CAP ETF (IJR) | BlackRock | Passive | Small Blend | $32.9M | 221,544 | 17.52% |
Location
Framingham, MA
Middlesex
Location
Framingham, MA
Headquartered in Framingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 10 Speen St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Signal Ridge Capital Partners, LLC
RIAFramingham, MA
Polaris Investment Advisors, LLC
RIAFramingham, MA
Woodside Wealth Management
RIAFramingham, MA
TSW Wealth Management
RIAFramingham, MA
Plandynamic, LLC
RIAFramingham, MA
Canby Financial Advisors
RIAFramingham, MA