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$37.2M Total AUM
$37.2M Disc. AUM
-- 3Y CAGR
1 Employees
132 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 11-04-2025
- Office Locations
- 1
Office Locations
-- Casco WI
About LNB Financial LLC
LNB Financial LLC is a Wisconsin-based fiduciary advisory firm providing personalized investment management and wealth planning for individuals and families. Led by President/CEO and CCO Larry N. Brunette, the firm emphasizes purpose-driven portfolios tied to long-term goals, including legacy and charitable planning, and primarily implements public funds and ETFs through Charles Schwab custody.
Team overview
-- AVG AGE
$37.2M AVG AUM / ADVISOR
$281.5K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Frontier oak Fusion Value meridian
Custodian
Pathway value Insight
Investment Themes
Insight Radial Catalyst Vertex optima
Investment Vehicles
Value Meridian optima
Services
Catalyst Optima Bridge Unison vital Signal horizon Crest ember
Technology
Momentum radial
Owner & Executives
LARRY N BRUNETTE
Chief Compliance Officer, Managing Member
- CRD
- #2758433
- Ownership
- 75% or more
(566) 430-5071
oak.foundation@fusioncapital.com
in linkedin.com/in/fusion-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,156,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,156,617 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,156,617
Public Funds:
35.4% Equity - Exchange:
22.3% Cash:
42.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,566,421,005 | 35.4% |
| Equity - Exchange | $986,756,735 | 22.3% |
| Cash | $1,871,740,353 | 42.3% |
| Total | $4,424,918,093 | 100.0% |