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 Aug 17, 2026

Regulatory AUM

$228.8M

Below cohort median (national)

Discretionary AUM

$228.8M

Clients

383

573 accounts

Employees

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, 5G

Compensation

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 11

This 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.