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LSB WEALTH MANAGEMENT
Legal name: LSB CAPITAL MANAGEMENT, INC.
CRD 310466File 801-124725
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$228.8M
Below cohort median (national)
Discretionary AUM
$228.8M
Clients
383
573 accounts
Employees
11
Below cohort median in IA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 25, 2022
- Principal office
- 1375 SW STATE STREET, ANKENY, IA, 50023
- Phone
- 515-327-9922
- Website
- https://mylsbcapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $228.8M
- Discretionary AUM
- $228.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 573
- Non-discretionary accounts
- 0
- Total accounts
- 573
- AUM per client
- $597K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 157 | $78.7M |
| Banking or thrift institutions | Fewer than 5 | $112.3M |
| Individuals (other than high net worth individuals) | 226 | $37.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SUB-ADVISER RELATIONSHIPS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- 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
- 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 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 406 | 383 | decreased by23 |
| Apr 1, 2026 | AUM | $173,002,714 | $228,767,526 | increased by$55,764,812 |
| Apr 1, 2026 | Accounts | 567 | 573 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 10 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 350 | 406 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $181,678,486 | $173,002,714 | decreased by$8,675,772 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 553 | 567 | increased by14 |
| May 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 “LSB WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LSB WEALTH” 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.