# Lytle Investments

Lytle Investments is a Bank / Wealth / Trust based in Grand Island, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Grand Island, United States
- **Region:** North America
- **Address:** Grand Island, NE, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** http://www.lytleinvestments.com

## Regulatory record

- **CRD number:** 297591
- **SEC file number:** 801-113598
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297591

## About

Lytle Investments is an SEC-registered investment adviser in Grand Island, NY, registered since 2018. The firm manages $74 million in assets, with $63 million on a discretionary basis. It employs 5 people, including 3 investment advisers.

## Questions

### What type of clients does Lytle Investments serve?

Lytle Investments serves trust accounts, estates, and discretionary investment management clients from its Grand Island, Nebraska base. Its clientele is drawn primarily from the agricultural and commercial communities of central Nebraska, where multi-generational farm families and local business owners require fiduciary services, estate planning coordination, and capital-preservation-oriented portfolio management.

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Last updated: 2026-06-03T20:00:00.000Z

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