A complete list of active advisors currently associated with LT Advisors LLC

Warmer can help you find a great advisor at LT Advisors LLC or one who fits your needs even better.

LT Advisors LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts and business entities. The firm manages approximately $53.5 million across a small client base of 17 accounts, reflecting a concentrated advisory practice. Investment programs are tailored to each client’s goals, time horizon and risk tolerance and implemented using both fundamental and technical analysis with quarterly account reviews. Portfolios may include derivatives and options and may employ leverage when appropriate, and trading is executed through a designated custodian. The firm is affiliated with a separate tax and accounting practice operated by the principal; that affiliation is disclosed and the accounting services are offered to clients, with roughly 20% of the principal’s time devoted to that activity. As a single‑advisor practice that requires use of a particular custodian (Charles Schwab) and manages a small number of sizable accounts, its operating model and combined tax/accounting offering distinguish it from many peers.

To learn more about the advisors currently working at LT Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.