# Lytle Investments

> Lytle Investments is an SEC-registered investment advisory firm in Grand Island, NY, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 297591
- Filed as: LYTLE INVESTMENTS
- Legal name: Lytle Investment Services Corp.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Grand Island, NY
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297591
- AdvisorCensus page: https://advisorcensus.com/firm/lytle-investments-grand-island-ny-297591

## Quick answers

**How is Lytle Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Lytle Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lytle Investments located?**
Lytle Investments' principal office is in Grand Island, NY, according to its Form ADV.

**Is Lytle Investments registered with the SEC or a state?**
Lytle Investments is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297591.

**How much does Lytle Investments manage?**
Lytle Investments reports $74,330,182 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (85% discretionary).

**How have Lytle Investments' assets and staff changed since 2021?**
In the Form ADV data for Lytle Investments: Regulatory assets under management: $68,965,702 in the October 2021 data and $74,330,182 in the October 2026 data, up 8%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lytle Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (187); high net worth individuals (16); corporations or other businesses not listed above (1).

**Which custodians does Lytle Investments use?**
Lytle Investments' 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 Lytle Investments 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/297591

**What changed in Lytle Investments' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $66,695,837 to $74,330,182 (+11%).

## From the Form ADV filing

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

### 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: $74,330,182
- Discretionary: $63,463,235
- Non-discretionary: $10,866,947

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 187 | $49,661,559 |
| High net worth individuals | 16 | $24,650,767 |
| Corporations or other businesses not listed above | 1 | $17,856 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lytleinvestments.com](https://lytleinvestments.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $68,965,702 | 5 | March 10, 2021 |
| October 2022 | $78,947,780 | 5 | March 11, 2022 |
| October 2023 | $61,107,887 | 6 | July 24, 2023 |
| October 2024 | $67,414,350 | 6 | September 3, 2024 |
| October 2025 | $66,695,837 | 5 | March 17, 2025 |
| October 2026 | $74,330,182 | 5 | March 9, 2026 |

Regulatory assets under management: $68,965,702 in the October 2021 data and $74,330,182 in the October 2026 data, up 8%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $66,695,837 to $74,330,182 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lytle Investments (CRD 297591): Form ADV filing data as of October 2026.