Lts Capital Advisors

Lts Capital Advisors (CRD# 137611) is a financial advisory firm headquartered in Mill Valley, CA. They manage $102,686,000 in 463 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $221,784
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Lts Capital Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Anil G. Chakkera
CRD#: 2808289
104 Tiburon Boulevard, Suite 200, Mill Valley, CA 94941
96
Wealthminder
score

Anil Chakkera (CRD# 2808289) is an Investment Advisor Representative working at Lts Capital Advisors in Mill Valley, CA and has over 17 years of experience in the finance industry.

2
George B. Brewster
CRD#: 1235627
104 Tiburon Boulevard, Suite 200, Mill Valley, CA 94941
93
Wealthminder
score

George Brewster (CRD# 1235627) is an Investment Advisor Representative working at Lts Capital Advisors in Mill Valley, CA and has over 9 years of experience in the finance industry.

3
Brandon L. Intrater
CRD#: 5633812
104 Tiburon Boulevard, Suite 200, Mill Valley, CA 94941
93
Wealthminder
score

Brandon Intrater (CRD# 5633812) is an Investment Advisor Representative working at Lts Capital Advisors in Mill Valley, CA and has over 8 years of experience in the finance industry.

4
Matthew D. Weiss
CRD#: 4974656
104 Tiburon Boulevard, Suite 200, Mill Valley, CA 94941
93
Wealthminder
score

Matthew Weiss (CRD# 4974656) is an Investment Advisor Representative working at Lts Capital Advisors in Mill Valley, CA and has over 5 years of experience in the finance industry.

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