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LTG Capital LLC

Framingham, MASEC-registered investment adviserCRD 128216

Filed as LTG CAPITAL LLC

LTG Capital LLC is an SEC-registered investment advisory firm in Framingham, MA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

4 years
registered since 2022
$142,173,011
assets under management
1 arrangement
Percentage of assets
1
disclosure items (Item 11)

Quick answers

From the filing

How is LTG Capital LLC compensated?

On its Form ADV (Item 5.E, October 2026), LTG Capital LLC reports these compensation arrangements: a percentage of assets under its management.

How much does LTG Capital LLC charge?

Its Form ADV Part 2A brochure dated March 5, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is LTG Capital LLC located?

LTG Capital LLC's principal office is in Framingham, MA, according to its Form ADV.

Is LTG Capital LLC registered with the SEC or a state?

LTG Capital LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 128216.

How much does LTG Capital LLC manage?

LTG Capital LLC reports $142,173,011 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

How have LTG Capital LLC's assets and staff changed since 2022?

In the Form ADV data for LTG Capital LLC: Regulatory assets under management: $123,417,194 in the October 2022 data and $142,173,011 in the October 2026 data, up 15%. Total employees: 2 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does LTG Capital LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (61); high net worth individuals (30); charitable organizations (1).

Which custodians does LTG Capital LLC use?

LTG Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does LTG Capital LLC report any disciplinary disclosures?

Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128216

What changed in LTG Capital LLC's recent Form ADV filings?

In the December 2025 filing data: Employees performing advisory functions went from 1 to 2.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

The brochure's wording
Compensation for the above services will vary and is negotiable, but typically ranges on an annual basis between 0.25% to 1.50% of assets under management.

As stated in the firm's Form ADV Part 2A brochure dated March 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$142,173,011

$142,173,011 as of October 2026, filing dated September 3, 2026.

Discretionary: $142,173,011.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 61 Assets $20,744,451 (15%)
High net worth individuals
Clients 30 Assets $121,269,795 (85%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 1 Assets $158,765 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 5. Performing investment advisory functions: 2.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
4 states or jurisdictions
CAMANHTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

1 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$123M 2022 $99.2M 2023 $121M 2024 $133M 2025 $142M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$142,173,0115September 3, 2026
October 2025$132,894,9354March 16, 2025
October 2024$121,480,3003March 1, 2024
October 2023$99,155,9513March 28, 2023
October 2022$123,417,1942April 4, 2022

Regulatory assets under management: $123,417,194 in the October 2022 data and $142,173,011 in the October 2026 data, up 15%.

Total employees: 2 in October 2022 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. December 2025
    • Employees performing advisory functions went from 1 to 2.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
ltgcapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. LTG Capital LLC (CRD 128216): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/ltg-capital-llc-framingham-ma-128216