Ltg Capital Llc
- Regulatory AUM
- $142M
- Discretionary
- $142M
- Clients
- 92
- Avg AUM / client
- $1.5M
- Accounts
- 353
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $20.7M | 14.6% |
| High net worth individuals | 30 | $121M | 85.3% |
| Charitable organizations | 1 | $159K | 0.11% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ariel Felipe Acuna | Manager And Owner | Aug 2003 (23y) | 75% or more | |
| Cox, Kathleen, Muriel | Chief Compliance Officer | Sep 2008 (18y) | Less than 5% | |
| Kevin Michael Pizzotti | Registered representative | May 2009 (17y) | ||
| Matthew Thomas Najemy | Registered representative | Jul 2025 (1y) |
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) | 03/05/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FAILURE TO FILE ANNUALLY. LTG MISUNDERSTOOD AND THOUGHT IT HAD FILED WITH THE STATE OF MASSACHUSETTS. Status: Final Sanction Detail: $950.00 PAID 07/19/12 Summary: LTG CAPITAL, LLC CONTACTED THE STATE OF MASSACHUSETTS AUTHORITY REGARDING SWITCHING FROM SEC TO STATE REGISTRATION. STATE OF MASSACHUSETTS AND LTG DISCOVERED LTG WAS NEGLIGENT IN ANNUAL FILING.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $96.1M (68% of AUM) Mar 2026
- Charles Schwab & Co. $46.0M (32% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 05, 2026.
View current Form ADV (SEC/IAPD) ↗