# GT Financial, Ltd., L.L.C.

> GT Financial, Ltd., L.L.C. is a state-registered investment advisory firm in Mandeville, LA, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 117096
- Filed as: GT FINANCIAL, LTD., L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mandeville, LA
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117096
- AdvisorCensus page: https://advisorcensus.com/firm/gt-financial-ltd-l-l-c-mandeville-la-117096

## Quick answers

**How is GT Financial, Ltd., L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), GT Financial, Ltd., L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is GT Financial, Ltd., L.L.C. located?**
GT Financial, Ltd., L.L.C.'s principal office is in Mandeville, LA, according to its Form ADV.

**Is GT Financial, Ltd., L.L.C. registered with the SEC or a state?**
GT Financial, Ltd., L.L.C. is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 117096.

**How much does GT Financial, Ltd., L.L.C. manage?**
GT Financial, Ltd., L.L.C. reports $49,699,130 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (96% discretionary).

**What types of clients does GT Financial, Ltd., L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (9).

**Does GT Financial, Ltd., L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117096

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $49,699,130
- Discretionary: $47,750,181
- Non-discretionary: $1,948,949

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $2,428,762 |
| High net worth individuals | 9 | $47,270,368 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. GT Financial, Ltd., L.L.C. (CRD 117096): Form ADV filing data as of October 2026.