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LGT Financial Advisors LLC
LGT Financial Advisors LLC is an SEC-registered investment adviser headquartered in Dallas, Texas. The firm specializes in providing investment advisory services, financial planning, insurance transactions, and consulting services primarily to individuals, high net worth individuals, and select institutions. Founded with over 50 years of business experience in the Dallas/Fort Worth area, LGT Financial Advisors serves more than 400 client accounts and has about 5 to 6 employees. The firm adheres to a fiduciary standard and uses a transparent, fee-based compensation model, serving both private and institutional clients.
Investment Strategy
LGT Financial Advisors LLC delivers comprehensive investment advisory and financial planning services tailored to individual, high net worth, and select institutional clients. Their approach integrates personalized portfolio management and holistic wealth management, emphasizing trust and long-term partnerships. The firm actively manages portfolios across multiple asset classes, including equities and fixed income, focusing on diversification, risk management, and alignment with clients’ unique financial goals. With a team boasting decades of local business expertise, LGT emphasizes transparency, fiduciary responsibility, and solutions crafted for each client's financial priorities.
Latest 13F Filing Activity
LGT Financial Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 606 equity positions with a total 13F market value of $39M. The fund increased holdings in SPDR S&P 500 Etf TR, J P Morgan Exchange Traded F, Microsoft Corp. among other positions. LGT Financial Advisors LLC reduced exposure to Ishares Inc., Ishares TR, Hercules Capital Inc. among others.
Top Holdings
Equity Positions (606)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 7.83% | $3.1M | 4,996 | $451.65 | $617.85 | +$1.1M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 6.02% | $2.4M | 41,755 | $56.86 | $56.85 | +$1.1M |
I IVV | ISHARES TR | 5.83% | $2.3M | 3,698 | $470.83 | $620.90 | -$154.2K |
M MSFT | MICROSOFT CORP | 4.09% | $1.6M | 3,240 | $317.66 | $497.41 | +$476.5K |
Q QUAL | ISHARES TR | 3.12% | $1.2M | 6,717 | $159.26 | $182.82 | +$205.1K |
Industry Allocation
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