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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-22-2001
- Office Locations
- 1
Office Locations
About LGT Financial Advisors LLC
LGT Financial Advisors LLC is a Dallas-based RIA serving individuals, business owners and entrepreneurs with comprehensive financial planning and ongoing investment management. The firm supports retirement, estate and tax planning plus insurance and business-succession needs, and builds portfolios using mutual funds, ETFs and fixed income, with access to alternatives such as real estate/private placements. Custody includes Schwab and Fidelity; tools include Envestnet and Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JEFFREY MILLER BENTLEY
Chief Financial Officer, DIRECTOR
- CRD
- #6679536
- Ownership
- Less than 5%
WILL S CLARK
Chief Compliance Officer, Director
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOSHUA DAVID ORTON
Financial Advisor, General Partner
- CRD
- #5971369
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $456,076,011 | $1,009,018 |
| Non-Discretionary | $0 | -- |
| Total | $456,076,011 | $1,009,018 |
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Separately Managed Accounts
Total SMA Asset: $456,076,011
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $605,566,066 | 15.0% |
| Cash | $290,671,712 | 7.2% |
| Equity - Exchange | $863,940,921 | 21.4% |
| Private Funds | $815,495,636 | 20.2% |
| Municipal Bonds | $847,792,493 | 21.0% |
| U.S. Government/Agency | $613,640,280 | 15.2% |
| Total | $4,037,107,108 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS NORTH CAPITAL | PEAK ALPHA | YNQ124B10 | QXEWA | 6.81% | $107,358,623 |
| MERIDIAN CATALYST FUSION | SUMMIT WAVE | N16W92OG8 | HFR | 12.03% | $21,374,201 |
| PIONEER PEAK PIONEER | DELTA SUMMIT | YFJEA17RX | QPK | 2.75% | $59,075,599 |
| FOCUS VERTEX | BEACON HORIZON | G2IO24PET | KEQLX | 2.71% | $26,763,339 |
| VITAL SIGNAL EMBER | FRONTIER VALUE | B17I0H4IP | PVW | 11.34% | $93,782,722 |
| MOMENTUM HARBOR | EAGLE MERIDIAN | AM6GS1XFT | EEJ | 3.85% | $57,726,130 |
| UNISON TIMBER | HARBOR FOCUS | OLYKP5GXS | RJCJO | 11.75% | $59,066,718 |
| HARBOR ALPHA INSIGHT | FRONTIER PATHWAY | ZTZJBF6SC | VTPCW | 7.62% | $82,424,961 |