← Directory

LANDOLT SECURITIES, INC.

CRD 28352File 801-135200
APPROVED
Retail clients
Disclosure events
Filing as of Jun 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$137.8M
Bottom 25% of cohort (national)
Discretionary AUM
$137.8M
Clients
198
301 accounts
Employees
14
Bottom 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Feb 23, 2026
Principal office
900 NORTH SHORE DRIVE SUITE 279, LAKE BLUFF, IL, 60044
Phone
847-838-5151

Assets & accounts

ADV Item 5F
Total regulatory AUM
$137.8M
Discretionary AUM
$137.8M
Non-discretionary AUM
$0
Discretionary accounts
301
Non-discretionary accounts
0
Total accounts
301
AUM per client
$696K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals198$137.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • 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 11
  • Q11
  • Q11D2
  • Q11D5
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.