⌕
Firm profile

Landolt Securities, Inc..

LAKE BLUFF, ILCRD 28352Latest ADV March 31, 2026

Landolt Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Bluff, IL. Its latest Form ADV filing, dated March 31, 2026, reports $106M in regulatory assets under management, 11 employees, 10 offices, and 279 accounts.

Assets Under Management
$106M
Employees
11
Offices
10 offices
Total Clients
173
Primary office
LAKE BLUFF, IL
900 NORTH SHORE DRIVE SUITE 279, LAKE BLUFF, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

6 roles identified
CEODonald Trendley Mckiernan
CCODonald Trendley Mckiernan
CCOMatthew Richard Mckiernan

Advisory services offered

2 types reported
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
173

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$106Mas of March 31, 2026
Discretionary100.0%
$106M
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.

Total AUM$106M
Total Accounts279
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee16:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.