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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Optima vitalVector
- Established Date
- 03-01-2004
- Office Locations
- 1
Office Locations
About LTG Capital LLC
LTG Capital is an SEC-registered, privately owned, commission-free RIA providing wealth management and financial planning for individuals seeking to simplify their financial lives and align decisions with long-term goals and values. The firm delivers ongoing investment management and advice designed to keep clients’ “financial house” in order, and does not accept commissions or third-party compensation. Client portfolios are primarily ETF-based, with custody through firms such as Schwab and Fidelity.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ARIEL FELIPE ACUNA
Manager, Owner, President
- CRD
- #2547890
- Ownership
- 75% or more
KATHLEEN MURIEL COX
Chief Compliance Officer, COMPLIANCE OFFICER, Financial Professional
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Matthew Thomas Najemy
--
- CRD
- #8115921
KEVIN MICHAEL PIZZOTTI
Director
- CRD
- #5598809
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,173,011 | $402,756 |
| Non-Discretionary | $0 | -- |
| Total | $142,173,011 | $402,756 |
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Separately Managed Accounts
Total SMA Asset: $142,173,011
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,677,766,022 | 35.3% |
| Cash | $4,907,973,418 | 64.7% |
| Total | $7,585,739,440 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST FUSION EMBER | FOUNDATION INSIGHT | MG8U4WQBD | MHPC | 5.57% | $99,970,433 |
| DELTA FUSION | QUANTUM ELEMENT | 8P21F8W56 | JMQD | 3.55% | $99,260,085 |
| PATHWAY BEACON FUSION | PIONEER FOUNDATION | EAXTO8QT0 | XQP | 5.87% | $71,403,931 |
| QUANTUM BRIDGE CREST | BEACON FOUNDATION | ZRHO3J017 | UZYF | 8.87% | $24,179,929 |
| OAK MOMENTUM | FOUNDATION FUSION | BXQYO1P3M | CEU | 1.28% | $46,872,870 |
| VECTOR VITAL EAGLE | INSIGHT PIONEER | QTQ9CKYUM | SINHZ | 5.14% | $110,209,264 |
| VECTOR SUMMIT VALUE | OPTIMA ATLAS | 3HCZLYC5P | SEWLH | 7.36% | $67,987,686 |
| RIDGE FOCUS | FOUNDATION VECTOR | 9ZNRHYL3F | YRFH | 4.60% | $86,535,020 |