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LAWSON KROEKER INVESTMENT MANAGEMENT INC
CRD 105053File 801-27034
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 222 | 142 | decreased by80 |
| Apr 1, 2026 | AUM | $682,713,010 | $428,568,259 | decreased by$254,144,751 |
| Apr 1, 2026 | Accounts | 406 | 254 | decreased by152 |
| Feb 1, 2026 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 133 | 222 | increased by89 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $433,195,446 | $682,713,010 | increased by$249,517,564 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 231 | 406 | increased by175 |
| Apr 1, 2022 | Clients | 137 | 133 | decreased by4 |
| Apr 1, 2022 | AUM | $377,278,276 | $433,195,446 | increased by$55,917,170 |
| Apr 1, 2022 | Accounts | 235 | 231 | decreased by4 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LAWSON KROEKER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAWSON KROEKER” may also match similarly-named firms). Confirm identity against each filing.
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.