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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lountzis Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lountzis Asset Management charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lountzis Asset Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lountzis Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lountzis Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lountzis Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lountzis Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Lountzis Asset Management?","answer":"Lountzis Asset Management’s main office is at 60 Commerce Drive, Wyomissing, PA 19610. Its phone number is 610-375-2585. 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