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LTG Capital LLC

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Client assets under management

$142,014,246

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Clients

91

33% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

30

Low

Average account size

$1,560,596

About

LTG Capital, LLC provides financial planning and portfolio management services to individuals, trusts, estates, charitable organizations and small businesses, and works with both high‑net‑worth and non‑HNW individual clients. The firm offers investment strategy, asset allocation, asset selection and ongoing portfolio monitoring as part of its advisory services.

The firm’s investment analysis combines charting, fundamental, technical and cyclical methods and it implements a range of strategies including long‑term and short‑term purchases, trading and margin transactions. LTG Capital acts with discretionary authority over securities, broker selection and commission rates and provides clients with regular account and performance reports (the brochure notes clients receive at least three reports per year summarizing account activity and performance).

What distinguishes LTG Capital from many peers is its disclosure and use of performance results in its materials and reporting, a practice the firm’s brochure highlights alongside its reporting procedures. The brochure also documents a typical $2,000,000 account minimum (with exceptions at the adviser’s discretion), a written succession agreement with The Colony Group, LLC (effective April 24, 2014), and a detailed Code of Ethics with pre‑clearance and restricted‑list procedures for personal trading.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management

Fee options

Fixed

Fixed fees offered but no specific amounts stated in brochure

Percentage

$0 - $1,000,000: 1.5% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.0% annually

Project-based

Hourly charges offered but no specific rate stated in brochure

Other

Account minimum: $2,000,000

Main office location

LTG Capital LLC

10 Speen Street, Suite 4 03

Framingham MA 01701, United States

Number of offices

1

Most active in

More info

California · Massachusetts · New Hampshire · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 888-445-0111

Advisors at this firm

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Ariel A

Series 63, Series 65

Framingham, MA

LTG Capital LLC

Ariel Acuna is a financial advisor at LTG Capital LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with LTG Capital since 2003. LTG Capital, LLC provides financial planning and portfolio management services primarily to individuals, trusts, estates, and charitable organizations. The firm manages approximately $132.9 million in discretionary assets and employs a variety of analytical methods and trading strategies to serve its clients.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
user avatar

Matthew N

Series 65

Framingham, MA

LTG Capital LLC

Matthew Najemy is a financial advisor at LTG Capital LLC with a Series 65 designation and one year of industry experience. Prior to joining LTG Capital, he held positions at Boston College, The Heights, and the University of Connecticut. He has also been involved with the Pan-Mass Challenge and 6AM Health. LTG Capital provides financial planning and portfolio management primarily to individuals, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis methods and manages approximately $132.9 million in discretionary assets across about 93 client accounts.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
user avatar

Kevin P

Series 65

Framingham, MA

LTG Capital LLC

Kevin Pizzotti is a financial advisor at LTG Capital LLC in Framingham, MA, holding a Series 65 designation with 16 years of industry experience. He has been with LTG Capital since 2008. LTG Capital LLC provides financial planning and portfolio management primarily to individuals, trusts, estates, and charitable organizations. The firm employs a variety of analytical methods and investment strategies, managing approximately $132.9 million in discretionary assets across about 93 client accounts.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
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