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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-23-1994
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 30, 2026, reported AUM decreased 2.1%, from $329.6M to $322.7M.
Across 5 reported observations, AUM increased 1.3% between March 31, 2022 and March 30, 2026, from $318.7M to $322.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 184 clients, or 184 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 31 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RICHARD THOMAS LAUER
President
- CRD
- #2096666
- Ownership
- 75% or more
RICHARD DANA LAUER
Chief Compliance Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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E JOHN FROMELT
Financial Advisor
- CRD
- #1137662
Showing 1 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Lauer Capital Management LTD has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.