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 independent, SEC-registered advisory corporation founded in 1986 and owned privately. The firm manages portfolios for individual and family clients as well as institutional and corporate accounts, charging fees as a percentage of assets under management. Its advisory scope emphasizes portfolio management across individuals/small businesses, registered investment companies, and other business or institutional investors. The firm does not describe itself as a capital allocator, does not identify as an active ESG investor, and is not positioned as a multi-state adviser.
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
$2.1M in ETFs
100%
$2.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $1.7M | 2,315 | 82.20% |
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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