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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2001
- Office Locations
- 1
Office Locations
About Lountzis Asset Management, LLC
Lountzis Asset Management, LLC is a Pennsylvania-based RIA serving retail and institutional investors, including entrepreneurs, with discretionary portfolio management and comprehensive planning (tax, estate, retirement, charitable and insurance). Portfolios emphasize equities with significant ETF use, alongside mutual funds and select alternatives (e.g., private equity/hedge funds). Primary custodian: Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
APOSTOLOS PAUL JOHN LOUNTZIS
Chief Compliance Officer, Managing Member, President
- CRD
- #2585248
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ZACHARY PAUL LOUNTZIS
Vice President
- CRD
- #5859737
TIMOTHY WHITMOYER
Associate
- CRD
- #6973986
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $624,143,653 | $1,920,442 |
| Non-Discretionary | $0 | -- |
| Total | $624,143,653 | $1,920,442 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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