Lountzis Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$596,753,359
Clients
154
Advisors
3
of 5 employees
About
Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth families, institutions, retirement plans and investment limited partnerships. The firm reported $624,143,653 in discretionary assets under management as of February 16, 2025 and generally applies a $1,000,000 minimum portfolio size while reserving discretion to accept smaller accounts in certain circumstances.
The firm’s investment process emphasizes fundamental, field-based research, concentrated equity holdings and low turnover, with a focus on businesses the firm views as undervalued across domestic and international market capitalizations. Lountzis also recommends privately placed securities to qualified or accredited investors and advises on assets held outside primary custodians, such as variable insurance products and employer-sponsored plans.
Distinctive features include serving as investment manager and affiliated sponsor of Achtinon Capital Partners, L.P., a Reg D private partnership that seeks long-term capital appreciation via equity investments, carries a $1,000,000 minimum, and provides for performance-based allocations to the general partner; the brochure notes the firm has not historically had advisory clients invest in Achtinon. The firm also manages pooled vehicles and addresses related custody and audit obligations (engaging a PCAOB-registered independent accountant and distributing audited financials), and it operates from multiple offices—characteristics that are less common among peers with similar team-size and AUM.
Client services
Expertise
Fee options
1.00% annually, charged quarterly in advance
1% annual fee plus performance-based compensation for the affiliated private investment fund Achtinon Capital Partners, LP; no performance fees for individual clients
Account minimum: $1,000,000
Main office
60 Commerce Drive
Wyomissing PA 19610
Advisors at this office
3
Most active in
Connecticut · Florida · Illinois · Minnesota · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Quick links
Advisors at this firm
Zachary L
Series 63, Series 65
Wyomissing, PA
Lountzis Asset Management, LLC
Zachary Lountzis is a financial advisor at Lountzis Asset Management, LLC, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jefferies LLC before joining his current firm in 2019. Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental research, concentrated equity holdings, and low turnover, managing both individual accounts and a privately offered pooled investment vehicle.
Apostolos Paul L
Series 63, Series 65
Wyomissing, PA
Lountzis Asset Management, LLC
Apostolos Paul Lountzis is a financial advisor at Lountzis Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lountzis Asset Management and Achtinon Capital Management since 2000. Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth clients, institutions, and retirement plans. The firm emphasizes fundamental research, concentrated equity holdings, and low turnover, and manages both individual accounts and a privately offered pooled investment vehicle.
Timothy W
Series 63, Series 65
Wyomissing, PA
Lountzis Asset Management, LLC
Timothy Whitmoyer is a financial advisor at Lountzis Asset Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Vanguard Group and Santander N.A. among other positions. Lountzis Asset Management provides discretionary portfolio management and limited financial planning services to individuals, high-net-worth families, institutions, retirement plans, and investment limited partnerships. The firm emphasizes fundamental, field-based research with a focus on undervalued businesses, managing over $624 million in discretionary assets.
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