RIA Intel›Advisers›Texas›LTS FINANCIAL GROUP

LTS FINANCIAL GROUP

Advisory

FT. WORTH, TX

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in TX

#2,218

of 2,813 advisers by AUM

Average account

$91K

across 179 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

The full client-type breakdown and the share of AUM each category represents.

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