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LAWSON KROEKER INVESTMENT MANAGEMENT INC
CRD 105053File 801-27034
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$428.6M
Below cohort median (national)
Discretionary AUM
$428.6M
Clients
142
254 accounts
Employees
7
Below cohort median in NE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 22, 1986
- Principal office
- 1926 S. 67TH STREET, SUITE 201, OMAHA, NE, 68106
- Phone
- 402-392-2606
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $428.6M
- Discretionary AUM
- $428.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 254
- Non-discretionary accounts
- 0
- Total accounts
- 254
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $30K |
| Investment companies | 1 | $25.1M |
| Charitable organizations | 7 | $78.1M |
| High net worth individuals | 91 | $291.7M |
| Individuals (other than high net worth individuals) | 43 | $33.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.