L
CRD: 305002
LGG Financial
Bethesda, MD, 20814
3013126660
$563.9M Total AUM
$563.9M Disc. AUM
6.4% 3Y CAGR
3 Employees
261 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-12-2019
- Office Locations
- 1
Office Locations
7200 Wisconsin Avenue Suite 300 Bethesda MD
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. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
51 AVG AGE
$281.9M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
6.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Alpha momentum Meridian harbor
Client Personas
Bridge
Investment Themes
Capital
Investment Vehicles
Vital
Platform
Signal quantum
Services
Insight crest Peak frontier Crest Timber Foundation vertex
Owner & Executives
D
DAVID MICHAEL GREENLEIGH
Branch Manager, Chief Compliance Officer, PARTNER
- CRD
- #2925327
- Ownership
- 50% but less than 75%
(819) 868-1446
wave.alpha@elementcapital.com
in linkedin.com/in/prime-prime
Brian Craig Luts
Advisor, PARTNER
- CRD
- #2908598
- Ownership
- 50% but less than 75%
(229) 282-4802
value.insight@harborcapital.com
in linkedin.com/in/pathway-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $563,886,399 | $629,337 |
| Non-Discretionary | $0 | -- |
| Total | $563,886,399 | $629,337 |
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Separately Managed Accounts
Total SMA Asset: $563,886,399
Public Funds:
12.0% Equity - OTC:
15.4% Corporate - Investment Grade:
10.1% Cash:
18.9% Municipal Bonds:
10.9% Equity - Exchange:
18.1% U.S. Government/Agency:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $864,717,315 | 12.0% |
| Equity - OTC | $1,109,720,555 | 15.4% |
| Corporate - Investment Grade | $727,803,741 | 10.1% |
| Cash | $1,361,929,772 | 18.9% |
| Municipal Bonds | $785,451,562 | 10.9% |
| Equity - Exchange | $1,304,281,951 | 18.1% |
| U.S. Government/Agency | $1,052,072,733 | 14.6% |
| Total | $7,205,977,629 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY MATRIX | PATHWAY FRONTIER | 4X4V62RZR | PEI | 6.49% | $84,860,907 |
| DELTA VECTOR ATLAS | LEGACY SUMMIT | 4TGJ59B3H | WRE | 6.09% | $20,766,392 |
| OAK FUSION MATRIX | RIDGE NORTH | MHDPG01PR | EIWNQ | 10.21% | $32,688,437 |
| FRONTIER VALUE SIGNAL | HORIZON INSIGHT | J8UI6WEV0 | TIGP | 10.45% | $65,374,183 |
| HARBOR BEACON QUANTUM | BEACON LEGACY | TXK39KZKW | DBLQ | 8.92% | $91,036,029 |
| TIMBER HARBOR VECTOR | ZENITH MERIDIAN | ZBS4150H6 | DXV | 11.01% | $108,316,480 |
| CREST VERTEX INSIGHT | OAK MATRIX | 2KTLCI6TF | ZJGM | 6.10% | $63,692,698 |
| VERTEX ALPHA | PATHWAY ELEMENT | GUOGL9ZXX | JJFID | 5.12% | $98,607,495 |