# Lasalle ST. Investment Advisors, L.L.C.

> Lasalle ST. Investment Advisors, L.L.C. is an SEC-registered investment advisory firm in Elmhurst, IL, registered since 1989, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 109701
- Filed as: LASALLE ST. INVESTMENT ADVISORS, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Elmhurst, IL
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109701
- AdvisorCensus page: https://advisorcensus.com/firm/lasalle-st-investment-advisors-l-l-c-elmhurst-il-109701

## Quick answers

**How is Lasalle ST. Investment Advisors, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Lasalle ST. Investment Advisors, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Lasalle ST. Investment Advisors, L.L.C. charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $250 an hour (Financial Planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lasalle ST. Investment Advisors, L.L.C. located?**
Lasalle ST. Investment Advisors, L.L.C.'s principal office is in Elmhurst, IL, according to its Form ADV; the August 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

**Is Lasalle ST. Investment Advisors, L.L.C. registered with the SEC or a state?**
Lasalle ST. Investment Advisors, L.L.C. is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 109701.

**How much does Lasalle ST. Investment Advisors, L.L.C. manage?**
Lasalle ST. Investment Advisors, L.L.C. reports $5,742,301,554 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (32% discretionary).

**How have Lasalle ST. Investment Advisors, L.L.C.'s assets and staff changed since 2021?**
In the Form ADV data for Lasalle ST. Investment Advisors, L.L.C.: Regulatory assets under management: $2,130,664,032 in the October 2021 data and $5,742,301,554 in the October 2026 data, up 170%. Total employees: 118 in October 2021 and 155 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lasalle ST. Investment Advisors, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12,817); high net worth individuals (894); pension and profit sharing plans (but not the plan participants or government pension plans) (469).

**Which custodians does Lasalle ST. Investment Advisors, L.L.C. use?**
Lasalle ST. Investment Advisors, L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Lasalle ST. Investment Advisors, L.L.C. report any disciplinary disclosures?**
Reports 8 disclosure items on Form ADV Item 11: yes answers to 8 questions about regulatory matters (11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(2), 11.D(4), 11.D(5), 11.E(2)). 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/109701

**What changed in Lasalle ST. Investment Advisors, L.L.C.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in ND, SD.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

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

- Hourly rate: $250 an hour (Financial Planning fees)

> LSIA’s Financial Planning fees are calculated and generally charged on an hourly basis after being negotiated with the client. Many such rates are approximately $250.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC
- National Financial Services 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: $5,742,301,554
- Discretionary: $1,836,392,275
- Non-discretionary: $3,905,909,279

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12,817 | $2,525,373,961 |
| High net worth individuals | 894 | $2,670,787,372 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 469 | $482,605,738 |
| Charitable organizations | 5 | $1,873,855 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 99 | $61,660,628 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1989 (37 years)
- Employees: 155 total, 146 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
- Disclosures (Item 11): Reports 8 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 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?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.D(5): Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

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/109701

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Baltimore, MD
- Bannockburn, IL
- Bloomington, IN
- Clarence, NY
- East Aurora, NY
- Fort Wayne, IN
- Frankfort, IL
- Hiawatha, IA
- Indianapolis, IN
- Laotto, IN
- Las Vegas, NV
- McHenry, IL
- Minnetonka, MN
- North Aurora, IL
- Oak Brook, IL
- Oklahoma City, OK
- Paris, AR
- Providence, RI
- Rochester, MN
- Strongsville, OH
- Tyler, TX
- Warrenville, IL
- Wauwatosa, WI
- Willow Grove, PA

### Websites listed on Form ADV (Item 1.I)
- [lasallest.com](https://lasallest.com)
- Facebook @LASALLESTSECURITIES
- LinkedIn @91907
- X @LASALLESTSEC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,130,664,032 | 118 | July 27, 2021 |
| October 2022 | $2,947,616,140 | 127 | March 30, 2022 |
| October 2023 | $2,728,117,681 | 131 | June 9, 2023 |
| October 2024 | $3,475,023,837 | 141 | July 30, 2024 |
| October 2025 | $4,346,509,887 | 144 | March 28, 2025 |
| October 2026 | $5,742,301,554 | 155 | July 29, 2026 |

Regulatory assets under management: $2,130,664,032 in the October 2021 data and $5,742,301,554 in the October 2026 data, up 170%.
Total employees: 118 in October 2021 and 155 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in ND, SD.

### April 2026
- Employees performing advisory functions went from 137 to 146.
- Regulatory assets under management went from $4,346,509,887 to $5,742,301,554 (+32%).
- Added an office in Clarence, NY.
- Added an office in Oak Brook, IL.
- No longer lists an office in Kokomo, IN.
- No longer lists an office in Odessa, TX.

### February 2026
- Registered or notice-filed in WY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lasalle ST. Investment Advisors, L.L.C. (CRD 109701): Form ADV filing data as of October 2026.