LGT Financial Advisors
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.
- Company typePrivate
- Founded-
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
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.
LGT Financial Advisors firmographics
Firmographics- 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
LGT Financial Advisors industry classification
Industry- 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
Where LGT Financial Advisors is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
LGT Financial Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- 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
LGT Financial Advisors product offering
Product offeringCore 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
Companies that use LGT Financial Advisors
Customer profileSegments3 records
Ideal customer profiles2 records
LGT Financial Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
LGT Financial Advisors partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core, supporting and minor.
- Charles SchwabcoreCharles 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 ReportingcoreBlack Diamond Reporting provides portfolio reporting and performance analytics platform for client accounts. The firm offers direct portal access through their website.
- FidelitysupportingFidelity serves as an alternative custodial platform for certain client accounts, with direct login access provided on the firm website.
- SuraLink PortalsupportingSuraLink provides document sharing and client communication portal functionality for the firm.
- Cypress Wealth Services LLCminorThird-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
LGT Financial Advisors competitors and assessment
Company assessmentDirect 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
LGT Financial Advisors social profiles
Digital presenceLGT Financial Advisors compliance and trust
Trust signalCompliance2 records
LGT Financial Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
LGT Financial Advisors leadership team
Management profileNumber of profiles
LGT Financial Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LGT Financial Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LGT Financial Advisors
What does LGT Financial Advisors do?
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.
Is LGT Financial Advisors a public or private company?
LGT Financial Advisors is a private company. It is classified as corporate owned and is currently operating.
When was LGT Financial Advisors founded?
LGT Financial Advisors was founded in -1. It employs 1 to 10 people.
Where is LGT Financial Advisors based?
LGT Financial Advisors is headquartered in Dallas, United States, in the North America region.
How does LGT Financial Advisors make money?
One revenue line is on record: financial Advisory and Wealth Management Services.
Who are LGT Financial Advisors's main competitors?
Direct peers on record are BKD Wealth Advisors and Captrust. Schwab Advisor Services is listed as an others. Broad incumbents are Mercer Advisors, Edelman Financial Engines, Corient, Carson Group, Creative Planning and Moneta Group. Highland Capital Management (now NexPoint) is listed as a regional player.
Does LGT Financial Advisors have an API?
No public API is recorded for LGT Financial Advisors.
What industry is LGT Financial Advisors in?
LGT Financial Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.