LOCKTON INVESTMENT ADVISORS, LLC
  • LOCKTON INVESTMENT ADVISORS, LLC

Adviser Profile

As of Date 07/29/2025
Registration SEC, Approved, 06/18/2007
Other registrations (1)
ADV Location KANSAS CITY, MO, United States
Contact Info 816 xxxxxxx
Websites
AUM* 21,561,674,362
of that, discretionary 1,027,143,576
Number of Employees 24 -17%
of those in investment advisory functions 24 -17%
Private Fund GAV* 0
Avg Account Size 280,021,745
SMA’s Yes
Private Funds 0

Adviser Type

- Multi-state adviser

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

21B 18B 15B 12B 9B 6B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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