SourcingSourcing

LTG CAPITAL LLC

B57
CRD 128216·SEC 801-123540·FRAMINGHAM, MA
AUM
$142.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$427K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LTG CAPITAL LLC
CRD
128216
SEC file #
801-123540
EIN
113699541
DBA names
—

Economics

AUM
$142.2M
AUM band
$100M-$500M
AUM trajectory
'23'26
$123.4M → $142.2M▲ +15%
Client mix
Individuals Other61
Individuals High Net Worth30
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
1 advisors → 2 advisors▲ +100%
Primary office
FRAMINGHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
ltgcapital.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ACUNA, ARIEL, FELIPE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ACUNA, ARIEL, FELIPE
COX, KATHLEEN, MURIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LTGCAPITAL.COM
Rdap Domain Creation Date
2003-08-08T18:00:37Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001936987
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2022-07-22
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002085853-26-000601

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
10 SPEEN STREETSUITE 4-03FRAMINGHAM, MA 01701
Business
10 SPEEN STREETSUITE 4-03FRAMINGHAM, MA 01701
Edgar EIN
113699541
Edgar Recent Filings
13F-HR2026-05-15 · 0002085853-26-000601
13F-HR2026-02-11 · 0002085853-26-000244
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-08T18:00:37Z
Rdap Domain Last Changed
2025-08-09T17:32:08Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2547890
Trust Company Affiliate
No

People (4)

4
ACUNA, ARIEL, FELIPE
IAR · Direct Owner · 87.5%
2547890
COX, KATHLEEN, MURIEL
Executive Officer · 2.5%
5596495
KEVIN MICHAEL PIZZOTTI
IAR
5598809
Matthew Thomas Najemy
IAR
8115921