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LGT FINANCIAL ADVISORS LLC

DALLAS, TX · CRD 111575 · IAPD ↗ · lgt-fa.com · 214-871-7500

$456.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — LGT FINANCIAL ADVISORS LLC reported RAUM up 27% ($359.3M -> $456.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — LGT FINANCIAL ADVISORS LLC reports 51-100 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.