The Lyttle Company, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,940,558
Clients
3
67% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
LowAverage account size
$980,186
About
The Lyttle Company provides portfolio management and retirement fund consultation to individual investors, including IRAs and self-directed 401(k) accounts. It delivers investment services through separately managed accounts held at independent custodians and also publishes a free newsletter on its website as a general informational resource that does not give specific investment advice.
The firm follows a research‑intensive, long‑term investment process focused on corporate fundamentals, building price objectives and defined exit strategies while typically constructing diversified portfolios of roughly 25–30 positions. It invests primarily in publicly traded equities but may use ADRs, ETFs, fixed income, options and occasional short positions as hedging tools and to manage downside risk.
Distinctive features include the combination of retirement plan (pension) consultation and a publicly available newsletter—both relatively uncommon among comparable independent advisers—and an emphasis on direct, in‑house security selection rather than outsourcing to other managers. The practice manages a modest level of regulatory assets (about $2.94 million) and conducts periodic account reviews at least twice a year.
Client services
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Fee options
1.00% annually on all assets under management
Account minimum: $100,000
Main office location
The Lyttle Company, LLC
Chadds Ford PA, United States
Number of offices
1
Most active in
The Lyttle Company, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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