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Lawson Kroeker Investment Management INC

Lawson Kroeker Investment Management INC. CRD 105053

Lawson Kroeker Investment Management INC logo

CRD: 105053

Lawson Kroeker Investment Management INC

Omaha, NE, 68106
4023922606
www.lawsonkroeker.com
$428.6M Total AUM
$428.6M Disc. AUM
2.6% 3Y CAGR
7 Employees
142 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · US Bank
Clients
Retail and Institutional
Platforms
Capital timber
Established Date
05-22-1986
Office Locations
1

Office Locations

1926 S. 67th Street Suite 201 Omaha NE

About Lawson Kroeker Investment Management INC

Lawson Kroeker Investment Management is a third-generation Omaha wealth management firm serving select high-net-worth clients, including near-retirees/retirees, business owners, and professionals navigating events like a business sale or inheritance. The firm provides wealth and investment management, using a disciplined, patient, research-driven approach focused on a small portfolio of individual businesses’ stocks and bonds. Partners invest alongside clients in recommended securities.

Team overview

53 AVG AGE
$107.1M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
17.5 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

Vertex frontier Focus prime Vital Frontier Vital north

Client Personas

Unison focus Radial

CRM

Vector pathway

Custodian

Ember Unison Value peak Signal Eagle

Investment Themes

Vital Element

Investment Vehicles

Atlas capital

Services

Crest Pioneer Focus insight Delta eagle Ember Peak Insight Optima pathway Vertex

Technology

Ember signal

Owner & Executives

THOMAS JOSEPH SUDYKA JR

THOMAS JOSEPH SUDYKA JR

Chief Compliance Officer, Partner

CRD
#2360288
Ownership
75% or more
(495) 215-3794
radial.quantum@radialcapital.com
in linkedin.com/in/prime-beacon

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Contacts

C

CHAD CHRISTOPHER CLAUSER

Partner, Portfolio Manager

CRD
#5441528
(347) 326-2580
signal.optima@focuscapital.com
in linkedin.com/in/frontier-horizon
PATRICK J RIORDAN

PATRICK J RIORDAN

Chief Compliance Officer, Director, President

CRD
#1582745
(204) 552-8274
wave.glacier@deltacapital.com
in linkedin.com/in/beacon-ember
B

Beacon crest

Ridge element

CRD
#14753
(672) 651-3294
ridge.optima@deltacapital.com
in linkedin.com/in/focus-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-14-2022
03-21-2023
03-20-2024
03-25-2025
03-04-2026
Category Assets AVG. Account size
Discretionary $428,568,259 $1,687,277
Non-Discretionary $0 --
Total $428,568,259 $1,687,277

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Separately Managed Accounts

Total SMA Asset: $403,494,425

$403.5M Total SMA
Equity - Exchange:
32.4%
U.S. Government/Agency:
8.2%
Municipal Bonds:
10.2%
Cash:
8.6%
Corporate - Investment Grade:
31.5%
Public Funds:
9.1%
Asset class Assets Assets %
Equity - Exchange $1,301,460,603 32.4%
U.S. Government/Agency $329,382,004 8.2%
Municipal Bonds $409,719,079 10.2%
Cash $345,449,419 8.6%
Corporate - Investment Grade $1,265,308,919 31.5%
Public Funds $365,533,688 9.1%
Total $4,016,853,712 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VITAL SUMMIT FUSION EAGLE ATLAS B1UJUR4FR ZTOFA 9.73% $96,414,029
FOUNDATION SUMMIT ALPHA ATLAS 7YY7UF67T DMJ 9.59% $116,867,830
VECTOR VITAL BEACON NORTH AS5078BRC MIPQ 10.22% $64,702,557
FRONTIER NORTH ATLAS VERTEX N0Y9EJR5G OMS 3.60% $110,130,572
PIONEER PRIME OPTIMA SIGNAL PIONEER D95CJYE79 FURO 4.58% $44,811,630
VALUE PIONEER MERIDIAN VALUE FOCUS 7B8SB9HH6 ERD 1.10% $95,569,362
PEAK FOCUS QUANTUM FOCUS AGYRCSDDM HRQRY 7.32% $21,027,937
ELEMENT RIDGE FUSION EMBER B9CK5EPMC LJLJ 10.40% $77,879,339

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