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| LGT Financial Advisors LLC
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|---|---|
| CRD # | 111575 |
| SEC # | 801-77833 |
| CIK # | 0001965191 |
| AUM | 456.1 M (2026-03-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-871-7500 |
| Address | 2626 Howell St Dallas, TX 75204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.2 | ||
| Apple Inc | 1.2 | ||
| Chevron Corp | 1.1 | ||
| AbbVie Inc | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| McDonalds Corp | 0.2 | ||
| iShares Comex Gold Trust | 0.2 | ||
| ETFS Gold Trust | 0.2 | ||
| United Parcel Service Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 22.5 |
| (b) Individuals (high net worth individuals) | 63 | 390.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 3.2 |
| (h) Charitable organizations | 0 | 31.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 8.8 |
| (n) Other | 0 | 0.0 |
| Total | 452 | 456.1 |
| By Discretionary | ||
| Discretionary | 452 | 456.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 452 | 456.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.1 | |
| Total | 452 | 456.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965191] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Smith Financial Investment Advisors Inc
✚
|
IN | 456.9 M |
|
Moseley Investment Management Inc
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|
Wealth Advisors of Tampa Bay LLC
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|
Lucas Group Financial Planners Inc
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|
AGH Wealth Advisors LLC
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|
Truenorth Wealth & Impact LLC
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|
Florida Financial Advisors LLC
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|
FL | 456.1 M |
|
Cypress Asset Management Inc
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|
TX | 455.8 M |
|
Cove Private Wealth LLC
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NY | 455.5 M |
|
Flourish Wealth Management Inc
✚
|
MN | 455.2 M |