CRD: 333803
Landcasted Capital Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2025
- Office Locations
- 1
Office Locations
About Landcasted Capital Management LLC
Landcasted Capital Management LLC is a Minnesota-registered investment adviser serving individuals, institutional investors, and other wealth managers with portfolio management plus financial and retirement planning. The firm targets sustainable cash flows and principal protection, using wide-moat dividend equities with an income overlay and a satellite sleeve tied to modern-economy reinvestment themes. Social-impact orientation includes a stated focus on municipal finance. Custody available via Charles Schwab.
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Owner & Executives
Jonathan Held
Chief Executive Officer
- CRD
- #6260095
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $423,000 | -- |
| Total | $423,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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