Lytle Investments

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Client assets under management

$74,312,326

Clients

203

8% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$366,071

About

Lytle Investments is an SEC-registered advisory firm managing approximately $74.3 million with three advisors and serving individuals (including both high-net-worth and non‑HNW clients), trusts, qualified retirement plans, and corporations. The firm provides discretionary and non‑discretionary portfolio management, access to third‑party money managers in a co‑advisory capacity, financial planning, and retirement plan consulting.

Investment strategies are developed through personal discussions to establish goals, time horizons, and risk tolerance, and typically emphasize strategic, long‑term asset allocation while allowing for short‑term tactical adjustments; advisors use tools including fundamental and technical analysis and may implement third‑party manager programs. The firm does not invest client assets in digital assets, and its disclosures have recently been updated to include interval funds as an available investment type.

Lytle is notable for its integration of retirement plan consulting — including IPS preparation, plan and fee reviews, participant education, and serving in a non‑discretionary ERISA fiduciary role for certain services — which is not common among peers. It also maintains affiliated insurance brokerage entities (Lytle Associates and Aebly & Associates Insurance Services) and its advisors are Registered Representatives of Osaic Wealth and licensed insurance agents, which introduces additional revenue sources and supervisory review mechanisms distinct from many similarly sized supported firms.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $249,999: 1.00% $250,000 - $499,999: 0.95% $500,000 - $749,999: 0.90% $750,000 - $999,999: 0.85% $1,000,000 - $1,499,999: 0.80% $1,500,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $3,999,999: 0.65% $4,000,000 - $4,999,999: 0.60% $5,000,000 - $7,499,999: 0.55% $7,500,000+: Negotiated

Commissions

Advisory Representatives may receive commissions on securities and insurance products sold, in addition to advisory fees.

Main office location

Lytle Investments

101 Lang Boulevard

Grand Island NY 14072, United States

Number of offices

Most active in

Florida · New York · North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

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

Quick links

Website 716-773-6626

Advisors at this firm

William W

Series 63, Series 65

Grand Island, NY

Lytle Investments

William Williams is an investment advisor at Lytle Investments with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fisher Investments and Brookstone Capital Management. Lytle Investments is a small SEC-registered adviser serving individuals, trusts, qualified retirement plans, and corporations, managing approximately $66.7 million across three advisors. The firm provides personalized, goals-based investment management, access to third-party money managers, financial planning, and retirement plan consulting with a strategic long-term approach and options for tactical adjustments.

Wealth management Founder/Business Owner

Julius A

Series 63, Series 66

Grand Island, NY

Lytle Investments

Julius Aebly Jr. is a financial advisor at Lytle Investments with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lytle Investments since 2017. He is also the owner and president of Aebly and Associates Insurance Services, which sells various insurance products including group medical, dental, life, disability, and long-term care insurance. Lytle Investments is a small SEC-registered advisory firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million across three advisors and offers personalized, goals-based investment strategies, financial planning, and retirement plan consulting, with a focus on long-term orientation and the use of third-party money managers.

Wealth management Founder/Business Owner

Thomas L

Series 63

Grand Island, NY

Lytle Investments

Thomas Lytle is a financial advisor at Lytle Investments with over 51 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Royal Alliance Associates, Inc., Summit Consultants & Advisors, LLC, and Osaic Wealth, Inc. In addition to his advisory role, he is involved in selling group and individual insurance products. Lytle Investments is a small SEC-registered firm serving individuals, trusts, qualified retirement plans, and corporations. The firm manages approximately $66.7 million and focuses on a personalized, goals-based investment process with a strategic long-term orientation, offering a range of services including advisor-managed portfolios, third-party money manager access, financial planning, and retirement plan consulting.

Wealth management Founder/Business Owner

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