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LANTZ FINANCIAL LLC
CRD 297573File 801-114035
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$994.1M
Above cohort median (national)
Discretionary AUM
$945.8M
Non-discretionary $48.3M
Clients
669
3,250 accounts
Employees
13
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 24, 2018
- Principal office
- 1733 PARK STREET, SUITE 350, NAPERVILLE, IL, 60563
- Phone
- 331-204-6230
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $994.1M
- Discretionary AUM
- $945.8M
- Non-discretionary AUM
- $48.3M
- Discretionary accounts
- 3,170
- Non-discretionary accounts
- 80
- Total accounts
- 3,250
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 255 | $864.7M |
| Individuals (other than high net worth individuals) | 414 | $129.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.