LGT Financial Advisors

What LGT Financial Advisors does

LGT Financial Advisors LLC is a privately held, SEC-registered investment adviser headquartered at 2626 Howell Street, Suite 700 in Dallas, Texas, with a secondary office in Houston, Texas. The firm operates as a subsidiary of Lane Gorman Trubitt, LLC, a long-established Dallas-based accounting and business services firm, and claims more than 50 years of familiarity with the Dallas/Fort Worth market. The company delivers four core advisory offerings: Financial Planning, Investment Management, Business Planning, and Insurance Services. These are delivered through a traditional, relationship-based advisory model targeting high-net-worth individuals, families, and business owners across Texas, with specialized support for business succession planning, exit strategy advisory, and M&A support.

The firm's product surface covers estate, insurance, investment, retirement, tax, and employee benefit planning under the financial planning umbrella; advisory services across stocks, bonds, mutual funds, ETFs, and alternative investments under investment management; buy-sell agreements, asset protection, and strategic planning under business planning; and life, disability, health, long-term care, and annuity review under insurance services. Additional cash management products include an FDIC-insured deposit sweep program offering up to $2.5 million in coverage per owner and brokered certificates of deposit. The firm publishes a content platform called the LGT FA Insights blog and a gated 2026 Wealth Blueprint for Business Owners lead magnet.

LGT Financial Advisors has no proprietary technology platform. Its technology stack is composed entirely of third-party client portals for custodial and reporting functions: Charles Schwab, Black Diamond Reporting, Fidelity, and SuraLink. Revenue is generated through SEC-regulated advisory fees, typically AUM-based, with supplementary flat fees or hourly billing for financial planning engagements. Customer acquisition relies on direct advisor relationships, referrals, content marketing, and lead magnets, with services delivered through in-person meetings at the Dallas and Houston offices and remote advisory engagements.

Name

LGT Financial Advisors

Legal name

LGT Financial Advisors LLC

Website

https://lgt-fa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

LGT Financial Advisors LLC is an SEC-registered investment adviser in Dallas and Houston offering financial planning, investment management, business planning, and insurance services to high-net-worth individuals, families, and business owners across Texas.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Insurance Agencies and Brokerages (52421)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Fee-Based Advisory (FSAEAAAM)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Business succession planning
• Insurance advisory services

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory and Wealth Management Services: As an SEC-registered investment adviser, LGT Financial Advisors generates revenue through advisory fees charged to clients for financial planning, investment management, business planning, and insurance services. Fee structures typically include AUM-based fees (percentage of assets under management), flat fees for specific services, or hourly billing for financial planning engagements. The firm provides Form ADV disclosure documentation confirming its registered adviser status.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

LGT Financial Advisors is an SEC-registered investment adviser that delivers comprehensive financial planning, investment management, business planning, and insurance services to individuals, families, business owners, and entrepreneurs across Texas. The firm operates from offices in Dallas and Houston, charging advisory fees based on assets under management, flat fees, or hourly billing while integrating personal wealth, business succession, and insurance planning under one advisory relationship.

Product overview

LGT Financial Advisors offers a comprehensive suite of wealth management services organized around four core offerings: Financial Planning, Investment Management, Business Planning, and Insurance Services. The Financial Planning service serves as the foundational offering, integrating estate, insurance, investment, retirement, tax, and employee benefit planning. Investment Management provides advisory services across stocks, bonds, mutual funds, ETFs, alternative investments, and money management. Business Planning encompasses business succession planning and strategic services including mergers and acquisitions. Insurance Services provides comprehensive coverage analysis including life, disability, health insurance, annuities, and long-term care. Additional products include FDIC-insured deposit sweep programs and brokered CDs for cash management. The firm also publishes educational resources including the annual Wealth Blueprint for Business Owners.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Five partnerships are on record, tiered core, supporting and minor.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as a custodial platform for client accounts. The firm maintains a direct Charles Schwab Login portal link for client account access, indicating a primary custodial relationship for investment management and reporting.
• Black Diamond ReportingcoreTechnology or IntegrationBlack Diamond Reporting provides portfolio reporting and performance analytics platform for client accounts. The firm offers direct portal access through their website.
• FidelitysupportingTechnology or IntegrationFidelity serves as an alternative custodial platform for certain client accounts, with direct login access provided on the firm website.
• SuraLink PortalsupportingTechnology or IntegrationSuraLink provides document sharing and client communication portal functionality for the firm.
• Cypress Wealth Services LLCminorOthersThird-party investment firm that also held positions in Schwab U.S. Aggregate Bond ETF (SCHZ), mentioned alongside LGT Financial Advisors as co-investors adjusting positions in the same fund during Q4.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• BKD Wealth Advisors: BKD Wealth Advisors is the wealth management arm of BKD CPAs & Advisors, mirroring LGT's CPA-RIA integrated model. Both firms are subsidiaries of regional accounting firms offering combined tax, investment, and business advisory services to closely-held business owners and HNW individuals.
• Captrust: CAPTRUST is a national RIA providing investment advisory, financial planning, and retirement plan services to HNW individuals and institutions. It is a direct comparable as a comprehensive wealth advisory firm with a strong business-owner and retirement plan focus.

Others

• Schwab Advisor Services: Charles Schwab's Advisor Services division is a custodian and technology partner to LGT, but also offers direct wealth advisory services through Schwab Wealth Advisory. It is included as a key ecosystem participant given its dual role as platform provider and potential competitor.

Broad incumbents

• Mercer Advisors: Mercer Advisors is one of the largest national RIAs offering comprehensive financial planning, investment management, tax, and estate services. While significantly larger, it competes for the same HNW and business-owner segment in Texas and shares the integrated wealth-planning positioning.
• Edelman Financial Engines: Edelman Financial Engines is one of the largest independent RIAs in the U.S., combining advisor-led planning with digital tools. It competes in the same comprehensive financial planning category as LGT but at significantly greater scale.
• Corient: Corient is a national wealth management firm serving ultra-HNW and HNW clients with comprehensive financial planning, investment, and family-office services. It is a broader incumbent in the same comprehensive wealth advisory space.
• Carson Group: Carson Group is a large RIA and coaching platform for financial advisors offering comprehensive wealth management services. It serves overlapping HNW clientele and represents a potential partner or acquirer profile given its advisor-services focus.
• Creative Planning: Creative Planning is a large national RIA providing comprehensive financial planning, investment management, tax, and estate services. It is a much larger incumbent in the same comprehensive wealth advisory category that LGT targets.
• Moneta Group: Moneta Group is a large, nationally recognized RIA providing comprehensive financial planning and investment management to HNW individuals and business owners. It is a comparable comprehensive-wealth-advisory incumbent, though with significantly greater scale.

Regional players

• Highland Capital Management (now NexPoint): Highland Capital was a Dallas-based alternative investment manager with HNW and institutional focus. While not a pure-play RIA, it shares the Dallas market footprint and HNW/entrepreneurial target client base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/lgt-fa

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LGT Financial Advisors