LGT FINANCIAL ADVISORS LLC

CRD #111575 SEC #801-77833 DALLAS, TX 214-871-7500

SEC Registered

Total AUM

$359.3M

Discretionary

$359.3M

Employees

Clients

Accounts

404

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 18, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BENTLEY, JEFFREY, MILLER	I	DIRECTOR	NA	Control
BENTLEY, JEFFREY, MILLER	I	DIRECTOR	NA	Control
BULLMAN, JOHN, ERIC	I	CHIEF INVESTMENT OFFICER	NA	Control
BULLMAN, JOHN, ERIC	I	CHIEF INVESTMENT OFFICER	NA	Control
Bullman, John, Eric	I	CHIEF INVESTMENT OFFICER	NA	Control
CLARK, WILL, S	I	CHIEF COMPLIANCE OFFICER	NA	Control
CLARK, WILL, S	I	CHIEF COMPLIANCE OFFICER	NA	Control
CLARK, WILL, S	I	CHIEF COMPLIANCE OFFICER	NA	Control
CLARK, WILL, S	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUNN, NORMAN, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUNN, NORMAN, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUNN, NORMAN, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUNN, NORMAN, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUNN, NORMAN, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
GUNN, NORMAN, SCOTT	I	CHIEF COMPLIANCE OFFICER	NA	Control
KNIGHT, BOB, L	I	MEMBER	NA	Control
KNIGHT, BOB, L	I	MEMBER	NA	Control
KNIGHT, BOB, L	I	MEMBER	NA	Control
KNIGHT, BOB, L	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
LANE, ROBERT, ALAN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
RADOFF, MICHAEL, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	NA	Control
TRUBITT, RICHARD, DAVID	I	OFFICER	NA	Control
TRUBITT, RICHARD, DAVID	I	OFFICER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	NA	Control
WALSH, WILLIAM, ALLEN	I	OFFICER	NA	Control
WALSH, WILLIAM, ALLEN	I	OFFICER	NA	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, LLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, PLLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, PLLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, PLLC	DE	MANAGING MEMBER	E	Control
LANE GORMAN TRUBITT, PLLC	DE	MANAGING MEMBER	E	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
GUNN, NORMAN, SCOTT	I	MEMBER AND CHIEF COMPLIANCE OFFICER	B	Control
KNIGHT, BOB, L	I	PARTNER	B	Control
KNIGHT, BOB, L	I	PARTNER	B	Control
KNIGHT, BOB, L	I	MEMBER	B	Control
KNIGHT, BOB, L	I	MEMBER	B	Control
KNIGHT, BOB, L	I	MEMBER	B	Control
KNIGHT, BOB, L	I	MEMBER	B	Control
KNIGHT, BOB, L	I	MEMBER	B	Control
KNIGHT, BOB, L	I	MEMBER	B	Control
LANE, ROBERT, ALAN	I	PARTNER	B	Control
LANE, ROBERT, ALAN	I	PARTNER	B	Control
LANE, ROBERT, ALAN	I	MEMBER	B	Control
LANE, ROBERT, ALAN	I	MEMBER	B	Control
LANE, ROBERT, ALAN	I	MEMBER	B	Control
LANE, ROBERT, ALAN	I	MEMBER	B	Control
LANE, ROBERT, ALAN	I	MEMBER	B	Control
LANE, ROBERT, ALAN	I	MEMBER	B	Control
RADOFF, MICHAEL, STEPHEN	I	PARTNER	B	Control
RADOFF, MICHAEL, STEPHEN	I	PARTNER	B	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	B	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	B	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	B	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	B	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	B	Control
RADOFF, MICHAEL, STEPHEN	I	MEMBER	B	Control
TRUBITT, RICHARD, DAVID	I	PARTNER	B	Control
TRUBITT, RICHARD, DAVID	I	PARTNER	B	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	B	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	B	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	B	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	B	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	B	Control
TRUBITT, RICHARD, DAVID	I	MEMBER	B	Control
WALSH, WILLIAM, ALLEN	I	CHIEF MANAGER	B	Control
WALSH, WILLIAM, ALLEN	I	CHIEF MANAGER	B	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	B	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	B	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	B	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	B	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	B	Control
WALSH, WILLIAM, ALLEN	I	MANAGING MEMBER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
TRUBITT, RICHARD, DAVID	I	LANE GORMAN TRUBITT, PPLC	C	Control
TRUBITT, RICHARD, DAVID	I	LANE GORMAN TRUBITT, PPLC	C	Control
TRUBITT, RICHARD, DAVID	I	LANE GORMAN TRUBITT, PPLC	C	Control
TRUBITT, RICHARD, DAVID	I	LANE GORMAN TRUBITT, PPLC	C	Control
WALSH, WILLIAM, ALLEN	I	LANE GORMAN TRUBITT, PPLC	C	Control
WALSH, WILLIAM, ALLEN	I	LANE GORMAN TRUBITT, PPLC	C	Control
WALSH, WILLIAM, ALLEN	I	LANE GORMAN TRUBITT, PPLC	C	Control
WALSH, WILLIAM, ALLEN	I	LANE GORMAN TRUBITT, PPLC	C	Control

Registrations

Federal

Jul 18, 2025 REGISTERED

Notice Filings (2)

IL TX

Address

2626 HOWELL ST
SUITE 700
DALLAS, TX 75204
United States

Phone: 214-871-7500