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
$138M
Employees
14
Offices
10 offices
Total Clients
198
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%
198
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$138Mas of June 29, 2026
Discretionary100.0%
$138M
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$138M
Total Accounts301
10Y AUM Change+$32M (+30.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee14:1
10Y Employee Change+3 (+27.3%)
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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.