# Landaas & Company

> 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.

- CRD: 47487
- Filed as: LANDAAS & COMPANY
- Legal name: Landaas & Company, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Milwaukee, WI
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/47487
- AdvisorCensus page: https://advisorcensus.com/firm/landaas-and-company-milwaukee-wi-47487

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $50,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,926,588,387
- Discretionary: $1,898,228,089
- Non-discretionary: $28,360,298

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 1993 (32 years)
- Employees: 27 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, KS, KY, LA, MI, MN, MO, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/47487

### Websites listed on Form ADV (Item 1.I)
- landaas.com
- LinkedIn @landaas-&-company
- X @_Money_Talk
- YouTube @LandaasMoneyTalk

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,399,244,174 | 32 | March 22, 2021 |
| October 2022 | $1,672,284,386 | 31 | March 15, 2022 |
| October 2023 | $1,334,078,331 | 29 | March 24, 2023 |
| October 2024 | $1,515,304,279 | 26 | March 27, 2024 |
| October 2025 | $1,724,224,069 | 25 | June 16, 2025 |
| October 2026 | $1,926,588,387 | 27 | September 28, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $1,724,224,069 to $1,926,588,387 (+12%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Landaas & Company (CRD 47487): Form ADV filing data as of October 2026.