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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

JLTD ADVISORS, LLC

CRD 153690

CHICAGO, IL

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:dceb60b5-17b2-7a21-0684-e5df175aa46a

Data as of Feb 24, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Nov 29, 2011 to Feb 24, 2016
24 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $139MItem 5.F on the latest filing (2016-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $72.9M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Accounts: 431
SEC number: 801-79140
CRD: 153690
Filings on the tape: 24
First filed: Nov 29, 2011
Latest filed: Feb 24, 2016
Organised: Limited Liability Company, Illinois

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
MCGRATH, TIMOTHY, DENNIS	MANAGING MEMBER	D	yes	05/2006	Nov 29, 2011	Feb 24, 2016
SEELY-BROWN, HORACE	MANAGING MEMBER	C	yes	05/2006	Nov 29, 2011	Feb 24, 2016
SADZEWICZ, GERY, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	no	05/2011	Nov 29, 2011	Feb 24, 2016

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
FINANCIAL SOLUTIONS, LLC	n/a	n/a	n/a	N	yes	n/a
MJA, INC.	n/a	n/a	n/a	N	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	Offices	Private funds	Fund GAV
2015	Feb 24, 2016	$139M	$72.9M	4	3	n/a	n/a	n/a
2014	Mar 17, 2015	$134M	$71.8M	4	3	n/a	n/a	n/a
2013	Mar 24, 2014	$121M	$65.6M	5	5	n/a	n/a	n/a
2011	Mar 1, 2012	$53.2M	$35.3M	n/a	n/a	n/a	n/a	n/a

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
2015	$139M	$134M	3.2%	n/a	n/a	4	4	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FINANCIAL SOLUTIONS, LLC	3	Mar 2, 2016	Feb 18, 2016	CHICAGO, IL	Firm absorbed	Other	75.0%

Relationships

Owns (1)

← SADZEWICZ, GERY, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 29, 2011 to presentfactForm ADV

Controls (2)

← MCGRATH, TIMOTHY, DENNISOwnerMANAGING MEMBER, ownership code D, individual
Nov 29, 2011 to presentfactForm ADV
← SEELY-BROWN, HORACEOwnerMANAGING MEMBER, ownership code C, individual
Nov 29, 2011 to presentfactForm ADV

Registered with (4)

← TIMOTHY DENNIS MCGRATHAdvisorregistration: previous registration
May 4, 2010 to Mar 2, 2016factForm ADV
← HORACE SEELY-BROWNAdvisorregistration: previous registration
May 4, 2010 to Mar 2, 2016factForm ADV
← JAMES D MCQUAIDAdvisorregistration: previous registration
May 4, 2010 to Mar 2, 2016factForm ADV
← JAMES P. MCQUAIDAdvisorregistration: previous registration
May 4, 2010 to Mar 2, 2016factForm ADV

Moved with (1)

→ FINANCIAL SOLUTIONS, LLCRegistered adviser3 advisors, firm absorbed, same day
Mar 2, 2016 to Feb 18, 2016factForm ADV

Dated events

Occurred
Jan 23, 2014
First Form ADV filing
Jltd Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dceb60b5-17b2-7a21-0684-e5df175aa46a
First observed: Nov 29, 2011
Last observed: Feb 24, 2016 128 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.

JLTD ADVISORS, LLC

CRD 153690

CHICAGO, IL

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:dceb60b5-17b2-7a21-0684-e5df175aa46a

Data as of Feb 24, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:23 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCGRATH, TIMOTHY, DENNIS

MANAGING MEMBER

yes

05/2006

Nov 29, 2011

Feb 24, 2016

SEELY-BROWN, HORACE

MANAGING MEMBER

yes

05/2006

Nov 29, 2011

Feb 24, 2016

SADZEWICZ, GERY, JOSEPH

CHIEF COMPLIANCE OFFICER

05/2011

Nov 29, 2011

Feb 24, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FINANCIAL SOLUTIONS, LLC

n/a

yes

n/a

MJA, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Feb 24, 2016

$139M

$72.9M

n/a

2014

Mar 17, 2015

$134M

$71.8M

n/a

2013

Mar 24, 2014

$121M

$65.6M

n/a

2011

Mar 1, 2012

$53.2M

$35.3M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$139M

$134M

3.2%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FINANCIAL SOLUTIONS, LLC

Mar 2, 2016

Feb 18, 2016

CHICAGO, IL

Firm absorbed

Other

75.0%