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Lifetime Capital Planning Group LLC

Lifetime Capital Planning Group LLC. CRD 292120

Lifetime Capital Planning Group LLC logo

CRD: 292120

Lifetime Capital Planning Group LLC

Flower Mound, TX, 75028
9724102047
planltc.com
$85.0M Total AUM
$80.4M Disc. AUM
-- 3Y CAGR
2 Employees
71 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Capital signalFocus +more
Established Date
05-09-2018
Office Locations
1

Office Locations

700 Parker Square Road Suite 190 Flower Mound TX

About Lifetime Capital Planning Group LLC

Lifetime Capital Planning Group LLC provides objective, independent retirement planning advice and ongoing investment planning for pre-retirees and newly retired clients. The firm focuses on building coordinated income, expense, and “plan for the unexpected” strategies, and stress-tests portfolios for longevity, long-term care, market, inflation, and tax risks using financial software that runs thousands of scenarios. Custody through Charles Schwab.

Team overview

-- AVG AGE
$42.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Catalyst catalyst Capital Signal crest

Client Personas

Meridian Wave alpha

Custodian

Legacy legacy Eagle Wave matrix Value Vertex Frontier signal

Investment Themes

Focus ember Timber bridge

Investment Vehicles

North

Services

Unison oak Fusion Timber Vector radial Capital frontier Alpha pathway Pioneer Harbor element

Technology

Beacon glacier Eagle Fusion focus

Owner & Executives

G

GEOFFREY ERVIN LESTER-GEORGE

Chief Compliance Officer, Managing Member

CRD
#5586499
Ownership
75% or more
(330) 894-6951
atlas.harbor@timbercapital.com
in linkedin.com/in/signal-focus

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Contacts

N

Noah Scott Trstenjak

--

CRD
#8207864
(760) 784-2135
ember.pioneer@unisoncapital.com
in linkedin.com/in/harbor-frontier

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $80,377,105 --
Non-Discretionary $4,601,995 --
Total $84,979,100 --

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Separately Managed Accounts

Total SMA Asset: $84,979,100

$85.0M Total SMA
Public Funds:
20.1%
Equity - Exchange:
19.7%
Cash:
14.9%
Corporate - Investment Grade:
19.6%
Private Funds:
7.5%
U.S. Government/Agency:
18.2%
Asset class Assets Assets %
Public Funds $1,805,849,119 20.1%
Equity - Exchange $1,769,911,823 19.7%
Cash $1,338,664,272 14.9%
Corporate - Investment Grade $1,760,927,499 19.6%
Private Funds $673,824,298 7.5%
U.S. Government/Agency $1,635,146,963 18.2%
Total $8,984,323,974 100.0%

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