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LYTLE INVESTMENTS

GRAND ISLAND, NY · CRD 297591 · IAPD ↗ · lytleinvestments.com · 716-773-6626

$74.3MRegulatory AUM
3Advisory reps
5Employees
22Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — LYTLE INVESTMENTS shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
May 2024 — LYTLE INVESTMENTS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — LYTLE INVESTMENTS grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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