# LGT Financial Advisors

LGT Financial Advisors is a Bank / Wealth / Trust based in Dallas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** lgt-fa.com
- **LinkedIn:** https://www.linkedin.com/company/lgt-fa

## Regulatory record

- **CRD number:** 111575
- **SEC file number:** 801-77833
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-11
- **Reports private funds:** No

## About

Founded in Dallas in 1998, LGT Financial Advisors emerged as a wealth management and registered investment advisory practice well before the wave of wirehouse breakaways that reshaped the independent RIA landscape in the 2010s. The firm has maintained an intentionally low public profile, operating from a single location while serving a client base that includes individuals, pension and profit-sharing plans, and charitable organizations. The firm's ADV filing and public scope describe a traditional multi-asset advisory model centered on financial planning, investment management, and portfolio construction. Instead, it functions as a fiduciary gatekeeper — selecting and monitoring third-party managers, constructing customized allocations, and advising on broader household financial strategy. The absence of disclosed sector concentrations or direct-deal activity places the firm squarely in the allocator camp, managing client capital through funds and public market exposures rather than company-level investments. Little is publicly documented about the firm's current scale in terms of assets under advisement or total team size. LGT does not publish AUM figures or headcount metrics on its website, and no financial trade publication has profiled the firm in detail. No adjacent vehicles, philanthropic foundations under separate branding, or peer-network memberships tied to the firm are known. LGT's structural differentiator is its independence and vintage. An RIA founded in 1998 — before the great unbundling of brokerage and advice — operates with an advisory culture that predates the fee-compression and platform-consolidation pressures that now define the independent wealth channel. For a subset of Texas families and institutions, that longevity and non-institutional posture may constitute the value proposition itself: a quiet, enduring fiduciary relationship in a market that increasingly rewards scale and marketing spend.

## Questions

### What services does LGT Financial Advisors provide?

Based on its regulatory filings, LGT Financial Advisors offers financial planning, investment management, and portfolio management services. The firm advises a mix of individual clients, pension and profit-sharing plans, and charitable organizations. It operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests when constructing and managing portfolios.

### Does LGT Financial Advisors manage proprietary investment funds?

There is no public evidence that LGT Financial Advisors operates proprietary fund vehicles or direct-investment programs. The firm's ADV filing describes an advisory model built around manager selection, asset allocation, and portfolio construction for client accounts, rather than in-house product manufacturing or company-level direct deals.

### Does LGT Financial Advisors disclose its assets under management?

LGT Financial Advisors does not publicly disclose its assets under management or assets under advisement. No third-party publication has reported an AUM figure for the firm. As a result, its current scale is unknown to external observers.

## Related profiles

- [LGT Crestone Wealth Management](https://altss.com/profile/lgt-crestone-wealth-management)
- [LGT Wealth Management](https://altss.com/profile/lgt-wealth-management)

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Updated: 2026-10-23T13:05:51Z

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