Investment adviser · CRD 310466
LSB WEALTH MANAGEMENT
Investment adviser filing (IA)
LSB CAPITAL MANAGEMENT, INC.
ANKENY, IA, United States · Form ADV filed Aug 11, 2026
- Regulatory AUM
- $229M Form ADV · Item 5.F
- Client accounts
- 573 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 11 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 |
|---|---|---|---|
| Banks & thrifts | Fewer than 5 | $112,339,823 | 49.1% |
| High-net-worth individuals | 157 | $78,663,380 | 34.4% |
| Individuals | 226 | $37,764,323 | 16.5% |
Filing source
Form ADV 2125378 · Aug 11, 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: Aug 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1375 SW STATE STREETANKENY, IA, 50023, United States
CRD 310466
Filing source
Form ADV 2125378 · Aug 11, 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.