Lytle Investments
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About the firm
Lytle Investments is a Registered Investment Adviser and comprehensive fee-based financial services firm committed to helping clients improve their long-term financial success. For over twenty-five years, the firm has been committed to delivering personalized programs to help protect and grow clients' wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive fee-based financial services including tailored investment strategies focused on growth, income, liquidity, and safety, along with personalized programs to help protect and grow clients' wealth.
Who they serve
Clients at any stage of life, whether at the start of their career, in their peak earning years, or enjoying retirement, as well as their families, businesses, and employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 187 | $50M |
| High Net Worth Individuals | 16 | $25M |
22 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $250,000 | 1.00% |
| $250,000 - $499,999 | 0.95% |
| $500,000 - $749,999 | 0.90% |
| $750,000 - $999,999 | 0.85% |
| $1,000,000 - $1,499,999 | 0.80% |
| $1,500,000 - $1,999,999 | 0.75% |
| $2,000,000 - $2,999,999 | 0.70% |
| $3,000,000 - $3,999,999 | 0.65% |
| $4,000,000 - $4,999,999 | 0.60% |
| $5,000,000 - $7,499,999 | 0.55% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lytle Investments has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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