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 employee, 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
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.
Latest 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%)
* 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.