# 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.

- CRD: 128216
- Filed as: LTG CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Framingham, MA
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128216
- AdvisorCensus page: https://advisorcensus.com/firm/ltg-capital-llc-framingham-ma-128216

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 61 | $20,744,451 |
| High net worth individuals | 30 | $121,269,795 |
| 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 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $158,765 |
| 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA, NH, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128216

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $123,417,194 | 2 | April 4, 2022 |
| October 2023 | $99,155,951 | 3 | March 28, 2023 |
| October 2024 | $121,480,300 | 3 | March 1, 2024 |
| October 2025 | $132,894,935 | 4 | March 16, 2025 |
| October 2026 | $142,173,011 | 5 | September 3, 2026 |

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.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. LTG Capital LLC (CRD 128216): Form ADV filing data as of October 2026.