Lgt Financial Advisors Llc
- Regulatory AUM
- $456M
- Discretionary
- $456M
- Clients
- 147
- Avg AUM / client
- $3.1M
- Accounts
- 452
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 71 | $22.5M | 4.94% |
| High net worth individuals | 63 | $391M | 85.6% |
| Pension and profit sharing plans | 8 | $3.2M | 0.69% |
| Charitable organizations | Fewer than 5 clients | $31.0M | 6.8% |
| Corporations and other businesses | 5 | $8.8M | 1.92% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bullman, John, Eric | Chief Investment Officer | Jul 2023 (3y) | Less than 5% | |
| Clark, Will, S | Chief Compliance Officer | Oct 2023 (3y) | Less than 5% | |
| Jeffrey Miller Bentley | Registered representative | Dec 2019 (7y) | ||
| Joshua David Orton | Registered representative | CFP | Jul 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lane Gorman Trubitt, Llc | Managing Member | Mar 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $250M (55% of AUM) Mar 2026
- Charles Schwab & Co. $202M (44% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗