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LINDAHL & MANSAGER INC
CRD 107111File 801-114168
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$213.7M
Below cohort median (national)
Discretionary AUM
$213.7M
Clients
281
771 accounts
Employees
3
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 22, 2018
- Principal office
- 3075 SMITH ROAD, SUITE 103, FAIRLAWN, OH, 44333
- Phone
- 330-665-0655
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.7M
- Discretionary AUM
- $213.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 771
- Non-discretionary accounts
- 0
- Total accounts
- 771
- AUM per client
- $760K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 87 | $140.9M |
| Individuals (other than high net worth individuals) | 194 | $72.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 | Clients | 295 | 281 | decreased by14 |
| Apr 1, 2026 | AUM | $192,663,000 | $213,656,000 | increased by$20,993,000 |
| Apr 1, 2026 | Accounts | 756 | 771 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 272 | 295 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $189,164,586 | $192,663,000 | increased by$3,498,414 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 747 | 756 | increased by9 |
| Apr 1, 2022 | Clients | 288 | 272 | decreased by16 |
| Apr 1, 2022 | AUM | $152,342,000 | $189,164,586 | increased by$36,822,586 |
| Apr 1, 2022 | Accounts | 763 | 747 | decreased by16 |
| 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 “LINDAHL MANSAGER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LINDAHL MANSAGER” 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.