L
CRD: 313215
LTS Financial Group
Ft. Worth, TX, 76116
8175851590
$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
1 Employees
80 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-21-2021
- Office Locations
- 1
Office Locations
6300 Ridglea Place Suite 1115 Ft. Worth TX
About LTS Financial Group
LTS Financial Group is a Ft. Worth-based RIA. The firm has been operating for 5 years. Managing $16.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
56 AVG AGE
$16.2M AVG AUM / ADVISOR
$202.7K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Wave
Investment Themes
Element Eagle
Investment Vehicles
Fusion
Services
Meridian Unison Value Eagle
Owner & Executives
L
LAURIE TERGERSON SEPANSKI
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4783835
- Ownership
- 75% or more
(430) 626-9216
frontier.zenith@crestcapital.com
in linkedin.com/in/quantum-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,219,190 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,219,190 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,219,190
Public Funds:
46.3% Equity - Exchange:
8.4% Cash:
23.8% Equity - OTC:
21.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,102,040,665 | 46.3% |
| Equity - Exchange | $381,363,749 | 8.4% |
| Cash | $1,080,530,623 | 23.8% |
| Equity - OTC | $976,109,596 | 21.5% |
| Total | $4,540,044,633 | 100.0% |