Lawson Kroeker Investment Management Inc
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 105053
- Registered since
- May 22, 1986
- Website
- www.lawsonkroeker.com
- Custodians
- U.S. BANK, N.A., CHARLES SCHWAB & CO., INC., FIRST NATIONAL BANK
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.06%
- Charitable Organizations18.21%
- Individuals7.87%
- Investment Companies5.85%
- Corporations / Businesses0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lawson Kroeker Investment Management Inc. is an individual-owned, SEC‑registered advisory firm that has been operating since 1986. The firm manages portfolios for both high‑net‑worth individuals and families as well as institutional clients, and it charges fees based on a percentage of assets under management. Its stated advisory activities include discretionary portfolio management for individuals and small businesses, separately managed accounts and investment companies, and portfolio management for institutions. The firm does not identify as an active ESG investor and is not flagged as a multi‑state adviser in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- US Government Bonds8%
- State & Local Bonds6%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
Contacts
3 of 4
Thomas Sudyka
Partner and Portfolio ManagerCRD 2360288
Patrick Riordan
Director of Client ServicesCRD 1582745
Chad Clauser
Partner and AdvisorCRD 5441528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.8M in ETFs
100%
$1.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.5M | 2,270 | 81.88% |
Location
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 1926 S 67th St
- Time zone
- CT (UTC-6)
- Office locations
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