Lytle Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$74,312,326
Clients
203
Advisors
4
of 5 employees
About
Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million with three advisors and serving individuals (including both high-net-worth and non‑HNW clients), trusts, qualified retirement plans, and corporations. The firm provides discretionary and non‑discretionary portfolio management, access to third‑party money managers in a co‑advisory capacity, financial planning, and retirement plan consulting.
Investment strategies are developed through personal discussions to establish goals, time horizons, and risk tolerance, and typically emphasize strategic, long‑term asset allocation while allowing for short‑term tactical adjustments; advisors use tools including fundamental and technical analysis and may implement third‑party manager programs. The firm does not invest client assets in digital assets, and its disclosures have recently been updated to include interval funds as an available investment type.
Lytle is notable for its integration of retirement plan consulting — including IPS preparation, plan and fee reviews, participant education, and serving in a non‑discretionary ERISA fiduciary role for certain services — which is not common among peers. It also maintains affiliated insurance brokerage entities (Lytle Associates and Aebly & Associates Insurance Services) and its advisors are Registered Representatives of Osaic Wealth and licensed insurance agents, which introduces additional revenue sources and supervisory review mechanisms distinct from many similarly sized supported firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $249,999: 1.00% $250,000 - $499,999: 0.95% $500,000 - $749,999: 0.90% $750,000 - $999,999: 0.85% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $3,999,999: 0.65% $4,000,000 - $4,999,999: 0.60% $5,000,000 - $7,499,999: 0.55% $7,500,000+: Negotiated
Advisory Representatives may receive commissions on securities and insurance products sold, in addition to advisory fees.
Main office
101 Lang Boulevard
Grand Island NY 14072
Advisors at this office
4
Most active in
Florida · New York · North Carolina
Also doing business as
Lytle Investment Services Corp. · Lytle Investments
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Advisors at this firm
William W
Series 63, Series 65
Grand Island, NY
Lytle Investments
William Williams is a financial advisor at Lytle Investments with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Brookstone Capital Management. Williams is based in Grand Island, NY. Lytle Investments is an SEC-registered advisory firm managing approximately $74 million and serving individuals, trusts, retirement plans, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with an investment approach focused on long-term asset allocation and tactical adjustments.
Julius A
Series 63, Series 66
Grand Island, NY
Lytle Investments
Julius Aebly Jr. is a financial advisor at Lytle Investments with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lytle Investments since 2017. He is also the owner and president of Aebly and Associates Insurance Services, which sells various insurance products including group medical, dental, life, disability, and long-term care insurance. Lytle Investments is a small SEC-registered advisory firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million across three advisors and offers personalized, goals-based investment strategies, financial planning, and retirement plan consulting, with a focus on long-term orientation and the use of third-party money managers.
Paul L
Grand Island, NY
Lytle Investments
Paul Lytle is a financial advisor with Lytle Investments, holding over 51 years of industry experience. He has worked at several related entities including Lytle Investments Services Corp. since 1985 and Summit Consultants & Advisors LLC from 2009 to 2017. In addition to advisory services, he is involved in selling group and individual insurance products through an affiliated entity. Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million and serving individuals, trusts, retirement plans, and corporations. The firm offers discretionary and non-discretionary portfolio management with an investment approach centered on long-term strategic asset allocation complemented by tactical adjustments and access to third-party money managers.
Thomas L
Series 63
Grand Island, NY
Lytle Investments
Thomas Lytle is a financial advisor at Lytle Investments with over 51 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Royal Alliance Associates, Inc., Summit Consultants & Advisors, LLC, and Osaic Wealth, Inc. In addition to his advisory role, he is involved in selling group and individual insurance products. Lytle Investments is a small SEC-registered firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million and focuses on a personalized, goals-based investment process with a strategic long-term orientation, offering a range of services including advisor-managed portfolios, third-party money manager access, financial planning, and retirement plan consulting.
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