|
⚲
|
| Keyboard |
| LS Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 146829 |
| SEC # | 801-69340 |
| CIK # | 0001455845 |
| AUM | 932.1 M (2026-06-03) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 414-459-1759 |
| Address | 39533 Woodward Avenue Bloomfield Hills, MI 48304-5106 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 68.9 | ||
| Alphabet Inc | 36.4 | ||
| Microsoft Corp | 28.1 | ||
| Caterpillar Inc | 21.1 | ||
| Nvidia Corp | 21.1 | ||
| Visa Inc | 18.3 | ||
| Home Depot Inc | 17.5 | ||
| Wal Mart Stores Inc | 17.1 | ||
| Ecolab Inc | 16.6 | ||
| Alphabet Inc | 16.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 0.0 |
| (b) Individuals (high net worth individuals) | 131 | 0.7 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 8 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 432 | 0.9 |
| By Discretionary | ||
| Discretionary | 432 | 0.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 432 | 0.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.9 | |
| Total | 432 | 0.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001455845] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
| LEI | 254900DBQX5O18K6YF32 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Johnson Bixby & Associates LLC
✚
|
WA | 933.7 M |
|
Mountain Pacific Investment Advisers LLC
✚
|
ID | 933.7 M |
|
Strategic Equity Management Inc
✚
|
AZ | 933.5 M |
|
Estabrook Capital Management LLC
✚
|
NY | 933.3 M |
|
BOS Asset Management LLC
✚
|
IL | 933.2 M |
|
PCG Wealth Advisors LLC
✚
|
KS | 931.1 M |
|
Sky Investment Group LLC
✚
|
CT | 931.0 M |
|
Brighton Securities Corp
✚
|
NY | 931.0 M |
|
Philip James Wealth Management LLC
✚
|
GA | 930.6 M |
|
Strategy Asset Managers LLC
✚
|
CA | 930.1 M |