$322.7M Total AUM
$322.7M Disc. AUM
5.2% 3Y CAGR
3 Employees
184 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-23-1994
- Office Locations
- 1
Office Locations
1720 S. Spring Avenue Sioux Falls SD
About Lauer Capital Management LTD
Lauer Capital Management Ltd is a Sioux Falls, SD investment advisor serving retail and institutional clients with discretionary portfolio management focused on asset allocation and risk management. Portfolios commonly use ETFs alongside investment-grade fixed income and mutual funds, and the firm also provides portfolio construction and insurance-related planning. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$322.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
22.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Ridge prime
Client Personas
Atlas
Custodian
Optima foundation
Investment Themes
Focus timber Focus
Investment Vehicles
Wave atlas
Services
Harbor peak Momentum
Owner & Executives
R
RICHARD THOMAS LAUER
President
- CRD
- #2096666
- Ownership
- 75% or more
(349) 722-1008
zenith.vector@focuscapital.com
in linkedin.com/in/crest-radial
R
RICHARD DANA LAUER
Chief Compliance Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(956) 496-5041
momentum.beacon@pathwaycapital.com
in linkedin.com/in/element-ember
Showing 2 of 2 owners & executives
Unlock allContacts
E
E JOHN FROMELT
--
- CRD
- #1137662
(570) 249-1117
beacon.legacy@atlascapital.com
in linkedin.com/in/catalyst-bridge
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $322,739,854 | $3,508,042 |
| Non-Discretionary | $0 | -- |
| Total | $322,739,854 | $3,508,042 |
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Separately Managed Accounts
Total SMA Asset: $322,739,854
Equity - Exchange:
21.2% Corporate - Investment Grade:
16.6% Equity - OTC:
8.5% Cash:
26.6% U.S. Government/Agency:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $128,010,160 | 21.2% |
| Corporate - Investment Grade | $100,234,371 | 16.6% |
| Equity - OTC | $51,324,828 | 8.5% |
| Cash | $160,616,522 | 26.6% |
| U.S. Government/Agency | $163,635,630 | 27.1% |
| Total | $603,821,511 | 100.0% |