Investment adviser · CRD 28352
LANDOLT SECURITIES, INC.
Investment adviser filing (IA)
LAKE BLUFF, IL, United States · Form ADV filed Jun 29, 2026
- Regulatory AUM
- $138M Form ADV · Item 5.F
- Client accounts
- 301 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 13 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 198 | $137,829,035 | 100.0% |
Filing source
Form ADV 2115018 · Jun 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 29, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
900 NORTH SHORE DRIVE SUITE 279LAKE BLUFF, IL, 60044, United States
CRD 28352
Filing source
Form ADV 2115018 · Jun 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.