# Lawson Kroeker Investment Management Inc

> Lawson Kroeker Investment Management Inc is an SEC-registered investment advisory firm in Omaha, NE, registered since 1986, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 105053
- Filed as: LAWSON KROEKER INVESTMENT MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105053
- AdvisorCensus page: https://advisorcensus.com/firm/lawson-kroeker-investment-management-inc-omaha-ne-105053

## Quick answers

**How is Lawson Kroeker Investment Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Lawson Kroeker Investment Management Inc reports these compensation arrangements: a percentage of assets under its management.

**Where is Lawson Kroeker Investment Management Inc located?**
Lawson Kroeker Investment Management Inc's principal office is in Omaha, NE, according to its Form ADV.

**Is Lawson Kroeker Investment Management Inc registered with the SEC or a state?**
Lawson Kroeker Investment Management Inc is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 105053.

**How much does Lawson Kroeker Investment Management Inc manage?**
Lawson Kroeker Investment Management Inc reports $428,568,259 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Lawson Kroeker Investment Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Lawson Kroeker Investment Management Inc: Regulatory assets under management: $377,278,276 in the October 2021 data and $428,568,259 in the October 2026 data, up 14%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lawson Kroeker Investment Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (91); individuals (other than high net worth individuals) (43); charitable organizations (7).

**Which custodians does Lawson Kroeker Investment Management Inc use?**
Lawson Kroeker Investment Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., First National Bank and US Bank N.A. as custodians holding 10% or more of its separately managed account assets.

**Does Lawson Kroeker Investment Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105053

**Does Lawson Kroeker Investment Management Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "We require a $1,000,000 minimum market value for individually managed accounts. Related accounts may be combined to qualify for the minimum account size requirement."

**What changed in Lawson Kroeker Investment Management Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $682,713,010 to $428,568,259 (-37%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: $1,000,000

> We require a $1,000,000 minimum market value for individually managed accounts. Related accounts may be combined to qualify for the minimum account size requirement.

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.
- First National Bank
- US Bank N.A.

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: $428,568,259
- Discretionary: $428,568,259
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $33,708,969 |
| High net worth individuals | 91 | $291,701,281 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $25,073,834 |
| 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 | 7 | $78,054,619 |
| 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 | Fewer than 5 | $29,556 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1986 (40 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [lawsonkroeker.com](https://lawsonkroeker.com)
- [lkfunds.com](https://lkfunds.com)
- Facebook @LAWSON-KROEKER-INVESTMENT-MANAGEMENT-212510375998575
- LinkedIn @LAWSON-KROEKER-INVESTMENT-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $377,278,276 | 5 | August 4, 2021 |
| October 2022 | $433,195,446 | 5 | March 14, 2022 |
| October 2023 | $397,303,759 | 6 | March 21, 2023 |
| October 2024 | $623,803,742 | 8 | March 20, 2024 |
| October 2025 | $682,713,010 | 8 | March 25, 2025 |
| October 2026 | $428,568,259 | 7 | March 4, 2026 |

Regulatory assets under management: $377,278,276 in the October 2021 data and $428,568,259 in the October 2026 data, up 14%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $682,713,010 to $428,568,259 (-37%).

### February 2026
- Employees performing advisory functions went from 5 to 4.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lawson Kroeker Investment Management Inc (CRD 105053): Form ADV filing data as of October 2026.