L
LT Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,900,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
17
47% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$2,758,824
About
LT Advisors LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts and business entities. The firm manages approximately $53.5 million across a small client base of 17 accounts, reflecting a concentrated advisory practice.
Investment programs are tailored to each client’s goals, time horizon and risk tolerance and implemented using both fundamental and technical analysis with quarterly account reviews. Portfolios may include derivatives and options and may employ leverage when appropriate, and trading is executed through a designated custodian.
The firm is affiliated with a separate tax and accounting practice operated by the principal; that affiliation is disclosed and the accounting services are offered to clients, with roughly 20% of the principal’s time devoted to that activity. As a single‑advisor practice that requires use of a particular custodian (Charles Schwab) and manages a small number of sizable accounts, its operating model and combined tax/accounting offering distinguish it from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Tax strategies for small businesses
Long-term care insurance
Retirement withdrawal strategies
Occupation focus
Executive
Founder/Business Owner
Fee options
Between $2,000 and $10,000 for financial planning services
1.5% annually (maximum, negotiable)
$450 per hour for financial planning services
Main office location
LT Advisors LLC
3 E Evergreen Road, Suite 101 Pmb 616
New City NY 10956, United States
Number of offices
1
Most active in
LT Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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