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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lauer Capital Management Ltd
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|---|---|
| CRD # | 109660 |
| SEC # | 801-48112 |
| CIK # | |
| AUM | $329.6 M (2025-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 605-357-8088 |
| Address | 1720 S Spring Avenue Sioux Falls, SD 57105 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 15.4 |
| (b) Individuals (high net worth individuals) | 55 | 296.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 17.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 94 | 329.6 |
| By Discretionary | ||
| Discretionary | 94 | 329.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 94 | 329.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 329.0 | |
| Total | 94 | 329.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Olde Wealth Management LLC
✚
|
0.3 | |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.3 |
|
Catalyst Private Wealth LLC
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CA | 0.3 |
|
Professional Financial Solutions LLC
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|
VA | 0.3 |
|
Dupree Financial Group LLC
✚
|
KY | 0.3 |
|
CODE Waechter LLC
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|
FL | 0.3 |
|
Evexia Wealth LLC
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|
WI | 0.3 |
|
Aull & Monroe Investment Management Corp
✚
|
AL | 0.3 |
|
Agnello Financial Group Inc
✚
|
FL | 0.3 |
|
TL Private Wealth LLC
✚
|
TX | 0.3 |