Wealth Manager
    SEC Registered

    Lauer Capital Management Ltd

    Registered investment advisor · Sioux Falls, South Dakota · CRD #109660

    Assets Under Management
    $323M
    Client Accounts
    92
    Employees
    3
    CRD Number
    109660
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Wells Fargo Securities, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lauer Capital Management Ltd

    Lauer Capital Management Ltd is a financial advisory firm based in Sioux Falls, South Dakota, managing nearly $306 million in assets for 98 clients with 3 advisors. The firm offers investment management and financial planning services. For more details, visit their official website.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Lauer Capital Management Ltd

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    Frequently Asked Questions

    What is Lauer Capital Management Ltd's AUM?

    Lauer Capital Management Ltd reports approximately $323M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lauer Capital Management Ltd headquartered?

    Lauer Capital Management Ltd is headquartered in Sioux Falls, South Dakota.

    What is Lauer Capital Management Ltd's CRD number?

    Lauer Capital Management Ltd's CRD number is 109660. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lauer Capital Management Ltd manage?

    Lauer Capital Management Ltd manages approximately 92 client accounts according to its latest SEC filing.

    Is Lauer Capital Management Ltd SEC registered?

    Yes, Lauer Capital Management Ltd is registered with the SEC as an investment adviser with an approved registration status.

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