LANDOLT SECURITIES, INC.

Overview

Landolt Securities, Inc. is an owner-operated corporation that combines broker-dealer and insurance brokerage activity with advisory services focused on individual and family clients. The firm operates with a fee model tied to a percentage of assets under management and positions equities — primarily exchange-traded exposure — at the center of its portfolio approach. Its advisory mandate emphasizes portfolio management for individuals and small businesses and includes the selection and oversight of third‑party advisers and managers when a strategy calls for external expertise. As a hybrid broker-dealer/hedge-fund-classified entity, Landolt mixes execution and distribution capabilities with discretionary portfolio management. The firm does not position itself as an ESG investor and relies on conventional capital markets instruments alongside alternative allocations when appropriate. Its business affiliations span broker-dealer activity, insurance distribution, accounting and real estate broker relationships, reflecting a service mix that extends beyond pure investment management into client risk transfer and private asset sourcing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices