{"url":"https://nivawealth.com/firms/ltg-capital-128216","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/128216","regulatoryAum":142173011,"crd":"128216","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2547890","suffix":null,"lastName":"ACUNA","firstName":"ARIEL","middleName":"FELIPE"},{"crd":"5598809","suffix":null,"lastName":"PIZZOTTI","firstName":"KEVIN","middleName":"MICHAEL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-04-04","regulatoryAum":123417194,"clients":79,"employees":2,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":99155951,"clients":81,"employees":3,"offices":1},{"filedOn":"2024-03-01","regulatoryAum":121480300,"clients":96,"employees":3,"offices":1},{"filedOn":"2025-03-16","regulatoryAum":132894935,"clients":94,"employees":4,"offices":1},{"filedOn":"2026-09-03","regulatoryAum":142173011,"clients":92,"employees":5,"offices":1}],"secFileNumber":"801-123540","legalName":"LTG Capital LLC","displayName":"LTG Capital","slug":"ltg-capital-128216","website":"https://ltgcapital.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Massachusetts limited liability company","fiscalYearEnd":"December","headquarters":{"street":"10 Speen Street, Suite 4-03","city":"Framingham","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"01701"},"tradeNames":[],"registration":{"secApproved":"25 March 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1560596.1098901099,"staff":{"employees":5,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":142173011,"discretionary":142173011,"discretionaryAccounts":353,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other 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Speen Street, Suite 4-03","city":"Framingham","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"888-445-0111","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"51-100","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":94},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"3 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/128216/PDF/128216.pdf","brochureDate":"3 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056923","iapdCompiledDate":null,"retrievedDate":"15 October 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They include 61 individual clients, 30 high-net-worth individuals and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LTG Capital offer?","answer":"LTG Capital provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does LTG Capital charge?","answer":"LTG Capital charges 1.00%–1.50% a year for its Investment advisory services. The fee is billed in advance or in arrears and is negotiable.","source":"ADV PART 2, filed 3 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LTG Capital use?","answer":"LTG Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $96.1M and Charles Schwab & Co., Inc. (Westlake, TX), with $46M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LTG Capital have?","answer":"LTG Capital has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 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 LTG Capital invest in?","answer":"At the end of its last fiscal year, LTG Capital’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs) and 6% cash and equivalents.","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 LTG Capital?","answer":"LTG Capital’s direct owner is Ariel Acuna (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LTG Capital get paid?","answer":"LTG Capital 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":"Is LTG Capital registered with the SEC?","answer":"Yes, LTG Capital has been registered with the SEC as an investment adviser since 25 March 2022. Its CRD number is 128216 and its SEC file number is 801-123540.","source":"Form ADV Part 1A, Item 1, filed 3 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact LTG Capital?","answer":"LTG Capital’s main office is at 10 Speen Street, Suite 4-03, Framingham, MA 01701. Its phone number is 888-445-0111. Its website is ltgcapital.com.","source":"Form ADV Part 1A, Item 1.F, filed 3 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/ltg-capital-128216/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-05","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1936987/000208585326000942/0002085853-26-000942-index.html","totalValue":149519096,"positionCount":24,"top10Share":0.8652425573787579,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":32856980,"shares":221544,"shareType":"SH","priorValue":27446027,"priorShares":220787},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"S&P500 EQL WGT","cusip":"46137V357","value":32123598,"shares":150978,"shareType":"SH","priorValue":28742816,"priorShares":149765},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P MCP 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}