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LANSING STREET ADVISORS
Legal name: LANSING STREET ADVISORS LLC
CRD 306882File 801-126210
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$555.0M
Above cohort median (national)
Discretionary AUM
$555.0M
Clients
151
561 accounts
Employees
5
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 8, 2022
- Principal office
- 124 S MAPLE STREET, SUITE 325, AMBLER, PA, 19002
- Phone
- 215-718-2063
- Website
- https://www.lansingadv.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $555.0M
- Discretionary AUM
- $555.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 561
- Non-discretionary accounts
- 0
- Total accounts
- 561
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 69 | $486.7M |
| Pooled investment vehicles | 1 | $38.3M |
| Individuals (other than high net worth individuals) | 81 | $30.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 92 | 151 | increased by59 |
| Apr 1, 2026 | AUM | $438,700,930 | $554,999,739 | increased by$116,298,809 |
| Apr 1, 2026 | Accounts | 440 | 561 | increased by121 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 125 | 92 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $171,762,288 | $438,700,930 | increased by$266,938,642 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 320 | 440 | increased by120 |
| Sep 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LANSING STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LANSING STREET” 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.