LGG Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$556,890,710
Clients
241
Advisors
2
across 2 offices
About
LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth individuals, trusts and estates, and retirement plans, offering discretionary portfolio management alongside financial planning and ERISA-focused retirement plan advisory. Portfolios typically use diversified mutual funds, individual bonds, ETFs and, when appropriate, individual securities or options, and the firm may allocate portions of client assets to unaffiliated independent managers.
The firm follows a primarily long-term, discretionary investment approach that uses fundamental and technical analysis to construct and monitor model portfolios and to rebalance or reallocate as client goals or market conditions change. Fees are charged as a percentage of assets under management, and LGG sponsors a wrap fee program that bundles transaction, custody and certain independent manager costs into a single asset-based fee.
LGG Financial manages approximately $564 million in discretionary assets with a small advisory staff, producing an unusually high AUM-per-advisor ratio compared with peers in its category. The firm also integrates third-party platforms (including Adhesion Wealth and custodial services at Schwab) and makes use of lending features such as a Schwab Pledged Asset Line and permitted borrowing in managed accounts, practices that are less common among similar advisory teams.
Client services
Expertise
Fee options
0.85% to 1.50% annually, tiered based on factors such as complexity, asset level, use of independent managers, and overall relationship
Fee-only: Wealth management fees ranging from 0.85% to 1.50% annually based on assets under management and other factors; retirement plan advisory fees up to 1.50% annually.
Main office
See office7200 Wisconsin Avenue, Suite 300
Bethesda MD 20814
Advisors at this office
1
Offices (2)
Most active in
California · Florida · Georgia · Louisiana · Maryland · Massachusetts · New Hampshire · New Jersey · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Lgg Financial · The Luts & Greenleigh Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brian L
Series 63, Series 65
St. Petersburg, FL
LGG Financial
Brian Luts is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc. since 2019 and previously at Wells Fargo Advisors Financial Network from 2012 to 2019. Outside of his advisory role, he is a 50% owner of BD Ventures LLC, an investment entity focused on commercial real estate. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, employing a primarily long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm manages approximately $564 million in assets with a small advisory team and integrates third-party platforms and lending features uncommon among similar advisory teams.
David G
Series 63, Series 65
Bethesda, MD
LGG Financial
David Greenleigh is a financial advisor with LGG Financial in Bethesda, MD, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Wells Fargo Advisors and The Luts & Greenleigh Group, Inc. He serves as vice-chairman for fundraising at the Trip McNealy Foundation, which hosts events to raise money for military charities. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm employs a primarily long-term, discretionary investment approach using diversified portfolios and integrates third-party platforms and lending features uncommon among similar advisory teams.
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