Lockton Investment Advisors, LLC

Overview

Lockton Investment Advisors, LLC operates as a multi-state, SEC-registered investment adviser organized as a limited liability company and registered in 2007. The firm is owned by domestic entities and individuals and is not classified under a specific advisory niche in the provided data. It reports a fee arrangement described as "other," rather than a standard asset-based or hourly schedule. The firm is not listed as a capital allocator and does not identify as an active ESG investor. Regulatory reporting also flags affiliations with broker-dealer and insurance-company activities, suggesting the business sits within a broader financial services and risk-management ecosystem rather than operating solely as an independent portfolio manager.

Assets & Accounts

Investments & Alternatives

Location & Offices