Lawson Kroeker Investment Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 4, 2026, reports $429M in regulatory assets under management, 7 employees, and 254 accounts.
Assets Under Management
$429M
Employees
7
Offices
--
Total Clients
142
Primary office
OMAHA, NE
1926 S. 67TH STREET, SUITE 201, OMAHA, NE, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.1% of total clients.
Top client categories% of clientsClients
1
HNWI
64.1%
91
2
Individuals
30.3%
43
3
Charitable
4.9%
7
4
Investment Cos.
0.7%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$429Mas of March 4, 2026
Discretionary100.0%
$429M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$429M
Total Accounts254
10Y AUM Change+$4M (+0.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee20:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.