The Lyttle Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,940,558
Total clients
3
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$980,186
About
The firm provides discretionary and non-discretionary portfolio management for individual clients, including trusts, IRAs and self-directed 401(k) accounts, and offers retirement fund consultation services. It implements these services through separately managed accounts held at independent custodians and also makes a free newsletter available on its website.
Investment decisions follow a research-intensive, long-term philosophy focused on corporate fundamentals, with each prospective holding assigned a price objective and exit strategy. Portfolios are constructed to balance client suitability and diversification—typically targeting a concentrated set of long positions (with short positions, options, ADRs, ETFs or fixed income used occasionally for hedging and risk management).
Noteworthy features compared with peers include the combination of retirement fund consultation (pension consulting) and a publicly available newsletter, both uncommon among similar independent advisers. The firm manages a modest asset base (about $2.94 million across a very small client roster), primarily implements direct equity investments rather than outsourcing to other managers, and generally requires but may waive a $100,000 account minimum.
Client services
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.00% annually on all assets under management
Account minimum: $100,000
Main office location
The Lyttle Company, LLC
Glen Mills PA, United States
Number of offices
1
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 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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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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