|
⚲
|
| Keyboard |
| LSB Capital Management Inc
✚
|
|
|---|---|
| CRD # | 310466 |
| SEC # | 801-124725 |
| CIK # | |
| AUM | 228.8 M (2026-04-20) |
| Employees | 11 (100% Investors, 64% Brokers) |
| Phone | 515-327-9922 |
| Address | 1375 SW State Street Ankeny, IA 50023 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 37.8 |
| (b) Individuals (high net worth individuals) | 157 | 78.7 |
| (c) Banking or thrift institutions | 0 | 112.3 |
| (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 | 0.0 |
| (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 | 573 | 228.8 |
| By Discretionary | ||
| Discretionary | 573 | 228.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 573 | 228.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.8 | |
| Total | 573 | 228.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sterling Investment Advisors LLC
✚
|
MO | 229.3 M |
|
Powell Financial Inc
✚
|
NC | 229.2 M |
|
Antonelli Financial Advisors LLC
✚
|
MI | 229.1 M |
|
Hemisphere Partners LLC
✚
|
NY | 228.9 M |
|
JW Korth & Company Limited Partnership
✚
|
MI | 228.7 M |
|
Westview Management LLC
✚
|
VT | 228.6 M |
|
Calderwood Financial Strategies Inc
✚
|
TX | 228.5 M |
|
Colin Bruce Ted
✚
|
228.5 M | |
|
MSP Wealth Management LLC
✚
|
OR | 228.5 M |
|
Wealth Forward LLC
✚
|
ND | 228.1 M |