AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Wisconsin / Milwaukee / Landaas & Company

Landaas & Company

Milwaukee, WISEC-registered investment adviserCRD 47487

Filed as LANDAAS & COMPANY · Legal name Landaas & Company, LLC

Landaas & Company is an SEC-registered investment advisory firm in Milwaukee, WI, registered since 1993, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 28, 2026.

32 years
registered since 1993
$1,926,588,387
assets under management
3 arrangements
Percentage of assets, Hourly and more
4
disclosure items (Item 11)

Quick answers

From the filing

How is Landaas & Company compensated?

On its Form ADV (Item 5.E, October 2026), Landaas & Company reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions.

Where is Landaas & Company located?

Landaas & Company's principal office is in Milwaukee, WI, according to its Form ADV.

Is Landaas & Company registered with the SEC or a state?

Landaas & Company is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 47487.

How much does Landaas & Company manage?

Landaas & Company reports $1,926,588,387 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (99% discretionary).

How have Landaas & Company's assets and staff changed since 2021?

In the Form ADV data for Landaas & Company: Regulatory assets under management: $1,399,244,174 in the October 2021 data and $1,926,588,387 in the October 2026 data, up 38%. Total employees: 32 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Landaas & Company serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,183); high net worth individuals (617); charitable organizations (3).

Which custodians does Landaas & Company use?

Landaas & Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

Does Landaas & Company report any disciplinary disclosures?

Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/47487

Does Landaas & Company state an account minimum?

Its Form ADV Part 2A brochure dated March 30, 2026 says: "Landaas typically requires clients to place at least $50,000 under the firm's management as a condition to establishing an advisory relationship."

What changed in Landaas & Company's recent Form ADV filings?

In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Commissions

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: $50,000

The brochure's wording
Landaas typically requires clients to place at least $50,000 under the firm's management as a condition to establishing an advisory relationship.

As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$1,926,588,387

$1,926,588,387 as of October 2026, filing dated September 28, 2026.

Discretionary: $1,898,228,089.Non-discretionary: $28,360,298.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 1,183 Assets $490,365,363 (25%)
High net worth individuals
Clients 617 Assets $1,426,242,393 (74%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 3 Assets $9,368,220 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 1 Assets $612,411 (0%)
Other
Clients 0 Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Landaas & Company, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1993 (32 years)
Employees
Total: 27. Performing investment advisory functions: 21.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
23 states or jurisdictions
AZCACOFLGAILINKSKYLAMIMNMONCNVNYOHSCTNTXVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

4 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

  • 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
  • 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
  • 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
  • 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.4B 2021 $1.67B 2022 $1.33B 2023 $1.52B 2024 $1.72B 2025 $1.93B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,926,588,38727September 28, 2026
October 2025$1,724,224,06925June 16, 2025
October 2024$1,515,304,27926March 27, 2024
October 2023$1,334,078,33129March 24, 2023
October 2022$1,672,284,38631March 15, 2022
October 2021$1,399,244,17432March 22, 2021

Regulatory assets under management: $1,399,244,174 in the October 2021 data and $1,926,588,387 in the October 2026 data, up 38%.

Total employees: 32 in October 2021 and 27 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. October 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Regulatory assets under management went from $1,724,224,069 to $1,926,588,387 (+12%).
  3. January 2026
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
landaas.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Landaas & Company (CRD 47487): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/landaas-and-company-milwaukee-wi-47487