|
⚲
|
| Keyboard |
| Lawson Kroeker Investment Management Inc
✚
|
|
|---|---|
| CRD # | 105053 |
| SEC # | 801-27034 |
| CIK # | |
| AUM | 428.6 M (2026-03-04) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 402-392-2606 |
| Address | 1926 S 67th Street Omaha, NE 68106 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | L/K Limited Partnership No 1 | 2012-03-20 | 17.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 33.7 |
| (b) Individuals (high net worth individuals) | 91 | 291.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 25.1 |
| (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 | 7 | 78.1 |
| (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 | 254 | 428.6 |
| By Discretionary | ||
| Discretionary | 254 | 428.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 254 | 428.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 428.6 | |
| Total | 254 | 428.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Castle Wealth Management LLC
✚
|
FL | 430.1 M |
|
Shayne & Jacobs LLC
✚
|
TN | 429.5 M |
|
Symphony Financial Services Inc
✚
|
OH | 428.7 M |
|
SWMG Holdings LLC
✚
|
GA | 428.5 M |
|
Blue Water Asset Management LLC
✚
|
MI | 428.5 M |
|
Providence Financial Advisors LLC
✚
|
KS | 428.1 M |
|
Haven Private LLC
✚
|
FL | 428.1 M |
|
Kerux LLC
✚
|
CA | 428.0 M |
|
McCarter Private Wealth Services LLC
✚
|
MA | 427.7 M |
|
Coordinated Financial Services Inc
✚
|
CO | 427.3 M |