LOCKTON INVESTMENT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Employees | 24 |
| Peak AUM | $21.56BJul 2021 |
| AUM CAGR | +9.4% /yrover 18 yrs · 48 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Employees | 24 | 11.1% | 3.8% | 27.9% | |
Key Metrics
| Total AUM | N |
| Employees | 24 |
Contact & Location
Address
444 W 47TH STREET
KANSAS CITY MO 64112
Phone
816-960-9000
Filing History
48 ADV Part 1 submissions
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Client Type Mix Over Time
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerPension Consultant