Lindahl & Mansager Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Fairlawn, OH. Its latest Form ADV filing, dated March 30, 2026, reports $214M in regulatory assets under management, 3 employees, and 771 accounts.
Assets Under Management
$214M
Employees
3
Offices
--
Total Clients
281
Primary office
FAIRLAWN, OH
3075 SMITH ROAD, SUITE 103, FAIRLAWN, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.0% of total clients.
Top client categories% of clientsClients
1
Individuals
69.0%
194
2
HNWI
31.0%
87
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of March 30, 2026
Discretionary100.0%
$214M
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$214M
Total Accounts771
10Y AUM Change+$86M (+67.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee94:1
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.