This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-12-2019
- Office Locations
- 1
Office Locations
About LGG Financial
LGG Financial is a Bethesda-based RIA. The firm has been operating for 6 years. Managing $563.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between September 29, 2025 and July 17, 2026, reported AUM increased 7.4%, from $525.2M to $563.9M.
Across 5 reported observations, AUM increased 18.9% between March 22, 2022 and July 17, 2026, from $474.3M to $563.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 261 clients, or 130.5 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review LGG Financial's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full LGG Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID MICHAEL GREENLEIGH
Branch Manager, Chief Compliance Officer, PARTNER
- CRD
- #2925327
- Ownership
- 50% but less than 75%
Brian Craig Luts
Advisor, PARTNER
- CRD
- #2908598
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $563,886,399 | $629,337 |
| Non-Discretionary | $0 | -- |
| Total | $563,886,399 | $629,337 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
LGG Financial has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
LGG Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.