Landolt Securities, INC.: new SEC registration, $138M AUM, Lake Bluff, IL
Landolt Securities, INC. (Lake Bluff, Illinois): new SEC registration, $138M AUM, Lake Bluff, IL. Its amount of 138 is above the median of 134 (52nd percentile). Dated 255 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 138 · 52th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Landolt Securities, INC. |
| Legal name | Landolt Securities, INC. |
| CRD | 28352 |
| Status | Approved |
| Registered with the SEC | 2026-02-23 |
| Latest Form ADV filing | 2026-06-29 |
| Location | Lake Bluff, IL, United States |
| Regulatory AUM | $137,829,035 |
| Accounts | 301 |
| Employees | 14 |
| Website | https://www.landoltsecurities.com/ |
| amount percentile | 52th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-23
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Landolt Securities, INC. and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Landolt Securities, INC.'s amount: 52nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $138M under management.
- Website on file.
What is the NewRiaPulse record for Landolt Securities, INC. in Lake Bluff, Illinois?
Landolt Securities, INC. received SEC registration as an investment adviser (2026-02-23) with $137,829,035 in regulatory assets under management, based in Lake Bluff, IL.
How does Landolt Securities, INC. compare to other Illinois NewRiaPulse records?
Its amount of 138 sits in the upper half (52th percentile) of 1,149 records; the median is 134. It is 255 days old; check the official source for later updates before acting.
Landolt Securities, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Landolt Securities, INC. | Lake Bluff, IL | 138 | 52nd | 2026-02-23 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Illinois NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.