# LT Advisors LLC

> LT Advisors LLC is an SEC-registered investment advisory firm in New City, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 318920
- Filed as: LT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New City, NY
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318920
- AdvisorCensus page: https://advisorcensus.com/firm/lt-advisors-llc-new-city-ny-318920

## Quick answers

**How is LT Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), LT Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does LT Advisors LLC charge?**
Its Form ADV Part 2A brochure dated February 13, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Hourly rate: $450 an hour (Financial Planning Services); Flat fee: $2,000 to $10,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is LT Advisors LLC located?**
LT Advisors LLC's principal office is in New City, NY, according to its Form ADV.

**Is LT Advisors LLC registered with the SEC or a state?**
LT Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 318920.

**How much does LT Advisors LLC manage?**
LT Advisors LLC reports $53,500,000 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**How have LT Advisors LLC's assets and staff changed since 2025?**
In the Form ADV data for LT Advisors LLC: Regulatory assets under management: $43,600,000 in the October 2025 data and $53,500,000 in the October 2026 data, up 23%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does LT Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (8); other (1).

**Which custodians does LT Advisors LLC use?**
LT Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does LT Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318920

**Does LT Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 13, 2026 says: "LTA does not require a minimum to open an account."

**What changed in LT Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $43,600,000 to $53,500,000 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 13, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> LTA offers discretionary direct asset management services to advisory Clients for an annual investment advisory fee of no more than 1.5%. The annual fee may be negotiable.

- Account minimum: None

> LTA does not require a minimum to open an account.

- Hourly rate: $450 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $450 per hour.

- Flat fee: $2,000 to $10,000 (Financial Planning Services)

> Financial Planning Services are offered based on a flat fee between $2,000 and $10,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $53,500,000
- Discretionary: $53,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,700,000 |
| High net worth individuals | 8 | $44,200,000 |
| Other | 1 | $6,600,000 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook facebook.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $43,600,000 | 1 | January 27, 2025 |
| October 2026 | $53,500,000 | 1 | February 13, 2026 |

Regulatory assets under management: $43,600,000 in the October 2025 data and $53,500,000 in the October 2026 data, up 23%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $43,600,000 to $53,500,000 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LT Advisors LLC (CRD 318920): Form ADV filing data as of October 2026.