LTG Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$142,014,246
Clients
91
Advisors
2
of 5 employees
About
LTG Capital provides financial planning and portfolio management to individuals, trusts, estates and charitable organizations, offering investment strategy, asset allocation, asset selection and regular portfolio monitoring. The firm reports approximately $142,173,011 in discretionary assets across about 91 client relationships and ordinarily requires a $2,000,000 account minimum, though it may accept smaller accounts at its discretion.
The firm’s security analysis uses charting, fundamental, technical and cyclical methods and its implementation includes long‑term and short‑term purchases, trading and margin transactions, with LTG generally exercising discretionary trading authority. LTG typically custodians client assets at Charles Schwab and Fidelity, does not select sub‑advisors, and handles portfolio implementation and ongoing oversight directly.
Notable deviations from many peers appear in the brochure: LTG discloses performance information in its materials while explicitly stating it does not accept performance‑based fees (Item 6), and it offers assistance evaluating and facilitating securities‑backed lines of credit for clients’ financing needs without receiving compensation for SBLOC usage. The firm also documents formal continuity planning — including a succession agreement with The Colony Group effective April 24, 2014 — and maintains an extensive Code of Ethics with pre‑clearance and reporting rules for personal trading.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.5% $1,000,000 - $2,000,000: 1.25% $2,000,000+: 1.0%
Available but no specific amounts stated; financial planning fees, hourly fees, or fixed fees are not charged as per context, but hourly charges are mentioned as an option.
Account minimum: $2,000,000
Main office
10 Speen Street, Suite 4 03
Framingham MA 01701
Advisors at this office
2
Most active in
California · Massachusetts · New Hampshire · 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 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
Ariel A
Series 63, Series 65
Framingham, MA
LTG Capital LLC
Ariel Acuna is a financial advisor at LTG Capital LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LTG Capital since 2003. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations, employing a combination of charting, fundamental, technical, and cyclical analysis. The firm manages discretionary assets directly, typically for clients with account minimums of $2,000,000, and emphasizes formal continuity planning and transparent performance reporting.
Kevin P
Series 65
Framingham, MA
LTG Capital LLC
Kevin Pizzotti is a financial advisor at LTG Capital LLC in Framingham, MA, holding a Series 65 credential with 17 years of industry experience. He has been with LTG Capital since 2008. LTG Capital provides financial planning and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm employs a range of security analysis methods, including charting and fundamental techniques, and manages portfolios with both long-term and short-term strategies, typically exercising discretionary trading authority.
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