Lockton Investment Advisors, LLC
Lockton Investment Advisors, LLC is an SEC-registered ria in Kansas City, MO with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Lockton Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144133, SEC 801-68005, data through 2025-07-29.
- AUM (assets under management / regulatory AUM)
- Not reported (2025-07-29)
- Firm type
- Ria
- Location
- Kansas City, MO
- Employees
- 24
- Clients
- 410
- CRD
- 144133
- Ownership
- ALTIMONT, DAVID, WILLIAM; LOCKTON INSURANCE AGENCY, INC. DBA LOCKTON COMPANIES; NEMMERS, DANIEL, JOHN; LOCKTON INSURANCE AGENCY, INC.; BRETHOWR, SHANE, CHRISTOPHER
How much AUM does Lockton Investment Advisors, LLC have?
Lockton Investment Advisors, LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-07-29).
Who owns Lockton Investment Advisors, LLC?
Disclosed owners and executives of Lockton Investment Advisors, LLC include ALTIMONT, DAVID, WILLIAM, LOCKTON INSURANCE AGENCY, INC. DBA LOCKTON COMPANIES, NEMMERS, DANIEL, JOHN, LOCKTON INSURANCE AGENCY, INC., BRETHOWR, SHANE, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.