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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

LYTLE INVESTMENTS

LYTLE INVESTMENT SERVICES CORP., CRD 297591

GRAND ISLAND, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bb4f2185-5c90-0668-678a-8c15099f9002

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jun 12, 2018 to Mar 9, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $74.3MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $63.5M
Private client RAUM: $74.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $18.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 350
Individual clients: 187
High net worth clients: 16
SEC number: 801-113598
CRD: 297591
Filings on the tape: 16
First filed: Jun 12, 2018
Latest filed: Mar 9, 2026
Organised: Corporation, NY
Website: lytleinvestments.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS ALLEN LYTLE	n/a	GRAND ISLAND, NY	5	52	1	yes
PAUL DENNIS LYTLE	n/a	GRAND ISLAND, NY	5	51	n/a	yes
WILLIAM JONATHAN WILLIAMS	n/a	GRAND ISLAND, NY	3	10	3	yes
JULIUS WILLIAM AEBLY	n/a	GRAND ISLAND, NY	2	39	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
AEBLY, JULIUS, WILLIAM	PRESIDENT AND OWNER	E	yes	06/2018	Jun 12, 2018	Oct 22, 2024
ZACZEK, MARIE, A	CHIEF COMPLIANCE OFFICER	Na	no	06/2018	Jun 12, 2018	Oct 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AEBLY AND ASSOCIATES INSURANCE SERVICES, INC.	n/a	n/a	n/a	Y	yes	n/a
LYTLE ASSOCIATES, INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 9, 2026	$74.3M	$63.5M	5	3	n/a	n/a
2024	Mar 17, 2025	$66.7M	$56.0M	5	3	n/a	n/a
2023	Mar 19, 2024	$67.4M	$57.9M	6	6	n/a	n/a
2022	Mar 21, 2023	$61.1M	$51.8M	6	4	n/a	n/a
2021	Mar 11, 2022	$78.9M	$67.8M	5	3	n/a	n/a
2020	Mar 10, 2021	$69.0M	$56.6M	5	3	n/a	n/a
2019	Mar 3, 2020	$57.5M	$47.3M	5	3	n/a	n/a
2018	Feb 18, 2019	$47.1M	$39.3M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$74.3M	$66.7M	11.4%	$61.1M	6.7%	5	5	0	0

Relationships

Registered with (5)

← JULIUS WILLIAM AEBLYAdvisorregistration: current employment
Aug 21, 2024 to presentfactForm ADV
← WILLIAM JONATHAN WILLIAMSAdvisorregistration: current employment
Jan 26, 2023 to presentfactForm ADV
← PAUL DENNIS LYTLEAdvisorregistration: current employment
May 25, 2021 to presentfactForm ADV
← THOMAS ALLEN LYTLEAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← CHARLES ARTHUR LYTLEAdvisorregistration: previous registration
May 9, 2021 to Nov 15, 2024factForm ADV

Controls (1)

← AEBLY, JULIUS, WILLIAMOwnerPRESIDENT AND OWNER, ownership code E, individual
Jun 12, 2018 to Oct 22, 2024factForm ADV

Owns (1)

← ZACZEK, MARIE, AOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 12, 2018 to Oct 22, 2024factForm ADV

Dated events

Occurred
Nov 15, 2024
Advisor changed firm
Charles Arthur Lytle left Lytle Investments for United Planners' Financial Services Of America A Limited Partner (registered 2024-11-08)
Form ADVobserved 6 days ago
Occurred
Jun 12, 2018
Succession filed (Item 4)
Lytle Investments reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jun 12, 2018
First Form ADV filing
Lytle Investments filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb4f2185-5c90-0668-678a-8c15099f9002
First observed: Jun 12, 2018
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LYTLE INVESTMENTS

LYTLE INVESTMENT SERVICES CORP., CRD 297591

GRAND ISLAND, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bb4f2185-5c90-0668-678a-8c15099f9002

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

THOMAS ALLEN LYTLE

n/a

GRAND ISLAND, NY

yes

PAUL DENNIS LYTLE

n/a

GRAND ISLAND, NY

n/a

yes

WILLIAM JONATHAN WILLIAMS

n/a

GRAND ISLAND, NY

yes

JULIUS WILLIAM AEBLY

n/a

GRAND ISLAND, NY

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AEBLY, JULIUS, WILLIAM

PRESIDENT AND OWNER

yes

06/2018

Jun 12, 2018

Oct 22, 2024

ZACZEK, MARIE, A

CHIEF COMPLIANCE OFFICER

06/2018

Jun 12, 2018

Oct 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AEBLY AND ASSOCIATES INSURANCE SERVICES, INC.

n/a

yes

n/a

LYTLE ASSOCIATES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$74.3M

$63.5M

n/a

2024

Mar 17, 2025

$66.7M

$56.0M

n/a

2023

Mar 19, 2024

$67.4M

$57.9M

n/a

2022

Mar 21, 2023

$61.1M

$51.8M

n/a

2021

Mar 11, 2022

$78.9M

$67.8M

n/a

2020

Mar 10, 2021

$69.0M

$56.6M

n/a

2019

Mar 3, 2020

$57.5M

$47.3M

n/a

2018

Feb 18, 2019

$47.1M

$39.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$74.3M

$66.7M

11.4%

$61.1M

6.7%