SIOUX FALLS, SDCRD 109660Latest ADV March 30, 2026
Lauer Capital Management Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Sioux Falls, SD. Its latest Form ADV filing, dated March 30, 2026, reports $323M in regulatory assets under management, 3 employees, and 92 accounts.
Assets Under Management
$323M
Employees
3
Offices
--
Total Clients
90
Primary office
SIOUX FALLS, SD
1720 S. SPRING AVENUE, SIOUX FALLS, SD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.1% of total clients.
Top client categories% of clientsClients
1
HNWI
61.1%
55
2
Individuals
38.9%
35
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$323Mas of March 30, 2026
Discretionary100.0%
$323M
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$323M
Total Accounts92
10Y AUM Change+$108M (+50.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee30:1
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.