L
LTS Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,219,190
Total clients
80
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
80
Average account size
$202,740
About
LTS Financial Group provides ongoing portfolio management to individuals and business entities, tailoring advice to each client’s goals, time horizon, and documented risk tolerance. The firm advises across mutual funds, equities, ETFs, fixed income, annuities and insurance products and typically manages accounts on a discretionary basis under written Investment Policy Statements.
The firm’s investment process combines charting, fundamental, quantitative and technical analysis with principles of modern portfolio theory, and it employs both long‑ and short‑term trading when appropriate. Accounts are reviewed at least quarterly, clients receive custodial statements and separate written reports, and risk tolerances are documented to guide portfolio decisions.
A principal of the firm is a licensed insurance agent and the firm may recommend commissionable insurance and annuity products, a disclosed source of potential conflict with its advisory role. The firm also offers free educational seminars (described as generic Social Security education), requires clients to custody accounts at a designated institutional broker‑dealer (Charles Schwab Institutional), and does not aggregate trades for multiple clients — operational features that distinguish it from many peers.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Fee options
1.00% annually
Main office location
LTS Financial Group
6300 Ridglea Place, Suite 1115
Ft. Worth TX 76116, United States
Number of offices
1
Most active in
LTS Financial Group has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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