A complete list of active advisors currently associated with LTG Capital LLC

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

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.

To learn more about the advisors currently working at LTG Capital 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.