Lountzis Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year. The firm advises 1 private fund.
Lountzis Asset Management reports 155 clients. They include 99 high-net-worth individuals, 55 individual clients and 1 pooled investment vehicle. Of its assets, 100.0% ($624M across 325 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 3% |
| High-net-worth individuals | 64% | 93% |
| Pooled investment vehicles | <1% | 2% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $15.9M | 2.5% | $289K |
| High-net-worth individuals | 99 | $581M | 93.1% | $5.87M |
| Pooled investment vehicles | 1 | $10.1M | 1.6% | $10.1M |
| Pension and profit-sharing plans | Fewer than 5 | $14.3M | 2.3% | — |
| Charitable organizations | Fewer than 5 | $2.96M | 0.5% | — |
| Total | 155 | $624M | 100% | — |
- Clients
- 55
- Regulatory AUM
- $15.9M
- AUM share
- 2.5%
- Avg. per client
- $289K
- Clients
- 99
- Regulatory AUM
- $581M
- AUM share
- 93.1%
- Avg. per client
- $5.87M
- Clients
- 1
- Regulatory AUM
- $10.1M
- AUM share
- 1.6%
- Avg. per client
- $10.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.3M
- AUM share
- 2.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.96M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 155
- Regulatory AUM
- $624M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 101–250
Lountzis Asset Management charges 1.00% a year for its Investment Management Fee. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Fee details and sources
Apostolos Paul Lountzis owns 75% or more of Lountzis Asset Management. The leadership team of Lountzis Asset Management includes President Apostolos Paul Lountzis. It has 5 employees, 3 of them in advisory roles.
Leadership
- Apostolos Paul LountzisManaging Member, President, and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Apostolos Paul John Lountzis
- Zachary Paul Lountzis
- Timothy Whitmoyer
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Lountzis Asset Management, LLC
Apostolos Paul Lountzis
Control person · since October 2000
Lountzis Asset Management’s regulatory assets grew 2.1× from $303M (March 2021) to $624M (March 2026); clients rose from 112 to 155 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $624M | 155 | 5 | 6 |
| April 2025 | $549M | 149 | 6 | 5 |
| June 2024 | $505M | 151 | 6 | 5 |
| March 2023 | $415M | 176 | 6 | 2 |
| March 2022 | $416M | 146 | 6 | 2 |
| March 2021 | $303M | 112 | 4 | 2 |
Besides its headquarters, Lountzis Asset Management has 5 offices (3 private residences, listed without an address), with 3 listed addresses in Florida, New York and Pennsylvania.
Florida · 1 listed address
- 6901 Professional Parkway E., Sarasota
New York · 1 listed address
- 260 Madison Avenue, New York
Pennsylvania · 1 listed address
- 60 Commerce Drive, WyomissingHQ
Contact and registration details
- Legal name
- Lountzis Asset Management, LLC
- Headquarters
- 60 Commerce Drive, Wyomissing, PA 19610
- Website
- lountzis.com
- Phone
- 610-375-2585
- @lountzis-asset-management-llc
- SEC file
- 801-80715
- Founded
- 2000
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Lountzis Asset Management uses Charles Schwab ($614M) as custodian for its separately managed accounts. Lountzis Asset Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $614M100%
At year end, Lountzis Asset Management’s separately managed accounts were mostly in stocks (91%). Its reported 13F holdings for the quarter ended 30 June 2026 total $316M across 55 positions; the largest are Applied Materials (23.2%), Berkshire Hathaway Class B (21.0%) and Wells Fargo & Co. (6.3%).
What the accounts hold
- Stocks91%
- Exchange-traded equities48%
- Non-exchange-traded equities43%
- Funds2%
- Cash6%
- Other1%
- Private real estate, venture capital1%
Reported 13F holdings
- $316M
- Reported 13F value
- 55
- Positions
- 80.8%
- In the 10 largest
- +15.9%
- Value vs. prior quarter
- Applied Materials23.2%
- Berkshire Hathaway Class B21.0%
- Wells Fargo & Co.6.3%
- Alphabet Inc.. Class A5.4%
- Cadence Design Systems5.2%
- Progressive Co.4.7%
- US Bancorp4.7%
- Oracle Corp.4.3%
- KKR & Co Inc.3.0%
- Kinsale Cap Group Inc.3.0%
Together, the ten largest are 80.8% of reported value.
How many clients does Lountzis Asset Management have?
Lountzis Asset Management has 155 clients and manages $624 million for them, as of March 2026. They include 99 high-net-worth individuals, 55 individual clients and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Lountzis Asset Management offer?
Lountzis Asset Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Lountzis Asset Management charge?
Lountzis Asset Management charges 1.00% a year for its Investment Management Fee. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Source: LOUNTZIS ASSET MANAGEMENT, LLC DISCLOSURE BROCHURE, filed 24 March 2026
Which custodians does Lountzis Asset Management use?
Lountzis Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $614M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Lountzis Asset Management have?
Lountzis Asset Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lountzis Asset Management invest in?
At the end of its last fiscal year, Lountzis Asset Management’s separately managed accounts held 48% exchange-traded equities, 43% non-exchange-traded equities, 6% cash and equivalents, 2% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Private Real Estate, Venture Capital. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lountzis Asset Management?
Lountzis Asset Management’s direct owner is Apostolos Paul Lountzis (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Lountzis Asset Management get paid?
Lountzis Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lountzis Asset Management?
Lountzis Asset Management’s main office is at 60 Commerce Drive, Wyomissing, PA 19610. Its phone number is 610-375-2585. Its website is lountzis.com.