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Landolt Securities, Inc.

Landolt Securities, Inc.. CRD 28352

Landolt Securities, Inc. logo

CRD: 28352

Landolt Securities, Inc.

Lake Bluff, IL, 60044
8478385151
www.landoltsecurities.com
$137.8M Total AUM
$137.8M Disc. AUM
-- 3Y CAGR
14 Employees
198 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Assetmark ยท RBC
Clients
Retail
Platforms
FoundationCatalyst foundation
Established Date
03-26-2002
Office Locations
9

Office Locations

12900 Preston RD Suite 700 Dallas TX
2018 Eastwood Road Suite #305 Wilmington NC
2125 W. Washington St. West Bend WI

About Landolt Securities, Inc.

Landolt Securities, Inc. is a retail-focused investment advisory firm and broker-dealer founded in 1989 and based in Lake Bluff, IL, supporting a nationwide network of independent brokers. The firm provides investment advice, fee-based asset management, retirement plan support, and insurance/annuity solutions across stocks, bonds, CDs, mutual funds, options, and alternative investments, with a fully disclosed clearing relationship with RBC Clearing & Custody.

Team overview

52 AVG AGE
$10.6M AVG AUM / ADVISOR
$696.1K AVG AUM / CLIENT
8 yrs AVG TENURE
14 Employees
13 Advisory Reps
14 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Value alpha Wave glacier

Client Personas

Focus eagle

Custodian

Vital peak Timber Bridge

Investment Themes

Focus North oak

Investment Vehicles

Frontier frontier

Services

Atlas insight Bridge glacier Crest wave Delta catalyst Radial timber

Technology

Element Value

Owner & Executives

DONALD TRENDLEY MCKIERNAN

DONALD TRENDLEY MCKIERNAN

Chief Compliance Officer, Chief Executive Officer, Finop, Owner

CRD
#1305965
Ownership
75% or more
(573) 235-9226
optima.oak@summitcapital.com
in linkedin.com/in/unison-value
M

Matthew Richard McKiernan

Chief Compliance Officer, Chief Financial Officer

CRD
#7006128
Ownership
Less than 5%
(368) 633-7516
unison.ridge@eaglecapital.com
in linkedin.com/in/timber-fusion
E

Ember crest

Oak glacier eagle

CRD
#66897
Ownership
6.9%
(827) 601-1771
summit.bridge@unisoncapital.com
in linkedin.com/in/prime-delta

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Contacts

J

JEFF M BATTERSON

Investment Advisor

CRD
#2747931
(440) 798-8081
insight.prime@pathwaycapital.com
in linkedin.com/in/crest-quantum
A

ALBERT FARWELL BROWN

registered representative

CRD
#710996
(424) 977-8833
oak.ridge@vertexcapital.com
in linkedin.com/in/crest-optima
C

Catalyst optima

North zenith atlas

CRD
#27524
(826) 881-3021
frontier.foundation@meridiancapital.com
in linkedin.com/in/fusion-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-29-2026
Category Assets AVG. Account size
Discretionary $137,829,035 $457,904
Non-Discretionary $0 --
Total $137,829,035 $457,904

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Separately Managed Accounts

Total SMA Asset: $137,829,035

$137.8M Total SMA
Equity - Exchange:
18.8%
Corporate - Investment Grade:
53.5%
Cash:
27.7%
Asset class Assets Assets %
Equity - Exchange $330,249,367 18.8%
Corporate - Investment Grade $939,805,378 53.5%
Cash $486,590,822 27.7%
Total $1,756,645,567 100.0%

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