LGT FINANCIAL ADVISORS LLC
CRD #111575 SEC #801-77833 DALLAS, TX 214-871-7500
SEC Registered
Total AUM
$359.3M
Discretionary
$359.3M
Employees
5
Clients
51
Accounts
404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $359.3M | $359.3M | $0 | 5 | 0 |
| Mar 2025 | $359.3M | $359.3M | $0 | 5 | 0 |
| Mar 2024 | $302.1M | $302.1M | $0 | 6 | 0 |
| Oct 2023 | $299.7M | $273.1M | $26.7M | 6 | 0 |
| Mar 2023 | $299.7M | $273.1M | $26.7M | 7 | 0 |
| Jan 2023 | $252.6M | $252.6M | $0 | 6 | 0 |
| Dec 2022 | $252.6M | $252.6M | $0 | 6 | 0 |
| Nov 2022 | $252.6M | $252.6M | $0 | 6 | 0 |
| Jun 2022 | $252.6M | $252.6M | $0 | 6 | 0 |
| May 2022 | $252.6M | $252.6M | $0 | 6 | 0 |
| Apr 2022 | $252.6M | $252.6M | $0 | 6 | 0 |
| Mar 2021 | $239.7M | $239.4M | $325.2K | 6 | 0 |
| Jun 2020 | $207.9M | $207.9M | $0 | 6 | 1 |
| Mar 2020 | $207.9M | $207.9M | $0 | 6 | 1 |
| Mar 2019 | $186M | $186M | $0 | 5 | 0 |
| Apr 2018 | $179.1M | $179.1M | $0 | 6 | 0 |
| Mar 2018 | $179.1M | $179.1M | $0 | 6 | 0 |
| Sep 2017 | $193.2M | $160M | $33.2M | 6 | 200 |
| Apr 2017 | $193.2M | $160M | $33.2M | 6 | 200 |
| Apr 2017 | $193.2M | $160M | $33.2M | 6 | 200 |
| Mar 2017 | $193.2M | $160M | $33.2M | 6 | 200 |
| Sep 2016 | $186.7M | $154.6M | $32.1M | 6 | 200 |
| Sep 2016 | $186.7M | $154.6M | $32.1M | 6 | 200 |
| Aug 2016 | $186.7M | $154.6M | $32.1M | 6 | 200 |
| Jun 2016 | $186.7M | $154.6M | $32.1M | 6 | 200 |
| Mar 2016 | $186.7M | $154.6M | $32.1M | 6 | 200 |
| Mar 2015 | $187.1M | $153.2M | $33.9M | 6 | 200 |
| Mar 2014 | $142M | $142M | $0 | 7 | 100 |
| Sep 2013 | $127.8M | $127.8M | $0 | 7 | 100 |
| Apr 2013 | $127.8M | $127.8M | $0 | 7 | 100 |
| Mar 2013 | $127.8M | $127.8M | $0 | 7 | 100 |
| May 2001 | $0 | $0 | $0 | 10 | -- |
DateJul 2025
Total AUM$359.3M
Discretionary$359.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$359.3M
Discretionary$359.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$302.1M
Discretionary$302.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$299.7M
Discretionary$273.1M
Non-Disc.$26.7M
Employees6
Clients0
DateMar 2023
Total AUM$299.7M
Discretionary$273.1M
Non-Disc.$26.7M
Employees7
Clients0
DateJan 2023
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2022
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2022
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2022
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$239.7M
Discretionary$239.4M
Non-Disc.$325.2K
Employees6
Clients0
DateJun 2020
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2020
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2019
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$179.1M
Discretionary$179.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$193.2M
Discretionary$160M
Non-Disc.$33.2M
Employees6
Clients200
DateApr 2017
Total AUM$193.2M
Discretionary$160M
Non-Disc.$33.2M
Employees6
Clients200
DateApr 2017
Total AUM$193.2M
Discretionary$160M
Non-Disc.$33.2M
Employees6
Clients200
DateMar 2017
Total AUM$193.2M
Discretionary$160M
Non-Disc.$33.2M
Employees6
Clients200
DateSep 2016
Total AUM$186.7M
Discretionary$154.6M
Non-Disc.$32.1M
Employees6
Clients200
DateSep 2016
Total AUM$186.7M
Discretionary$154.6M
Non-Disc.$32.1M
Employees6
Clients200
DateAug 2016
Total AUM$186.7M
Discretionary$154.6M
Non-Disc.$32.1M
Employees6
Clients200
DateJun 2016
Total AUM$186.7M
Discretionary$154.6M
Non-Disc.$32.1M
Employees6
Clients200
DateMar 2016
Total AUM$186.7M
Discretionary$154.6M
Non-Disc.$32.1M
Employees6
Clients200
DateMar 2015
Total AUM$187.1M
Discretionary$153.2M
Non-Disc.$33.9M
Employees6
Clients200
DateMar 2014
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees7
Clients100
DateSep 2013
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees7
Clients100
DateApr 2013
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees7
Clients100
DateMar 2013
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees7
Clients100
DateMay 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--