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⚲
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| LSB Capital Management Inc
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|
|
|---|---|
| CRD # | 310466 |
| SEC # | 801-124725 |
| CIK # | |
| AUM | $231.8 MM (2024-03-05) |
| Employees | 12 (58% Investors, 75% Brokers) |
| Phone | 515-327-9922 |
| Address | 1375 SW State Street Ankeny, IA 50023 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 460 | 82.8 |
| (b) Individuals (high net worth individuals) | 217 | 87.1 |
| (c) Banking or thrift institutions | 0 | 61.8 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,435 | 231.8 |
| By Discretionary | ||
| Discretionary | 1,435 | 231.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,435 | 231.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.8 | |
| Total | 1,435 | 231.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Accretive Wealth Management LLC
✚
|
CA | 0.2 |
|
Security First Advisors Inc
✚
|
OR | 0.2 |
|
LPF Advisors LLC
✚
|
FL | 0.2 |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.2 |
|
Strategic Financial Partners Ltd
✚
|
OR | 0.2 |
|
Richmond Brothers Inc
✚
|
MI | 0.2 |
|
Ballentine Capital Advisors Inc
✚
|
SC | 0.2 |
|
Money Management Financial Services LLC
✚
|
NJ | 0.2 |
|
Petros Family Wealth LLC
✚
|
MN | 0.2 |
|
Morton Wealth Advisors
✚
|
MA | 0.2 |