Data / Investment advisers / Iowa / LSB Wealth Management
LSB Wealth Management, Ankeny, IA: $229 million AUM, SEC registered investment adviser
LSB Wealth Management is an SEC registered investment adviser with its main office in Ankeny, Iowa and reports $229 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include banks and thrifts, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 310466
- SEC file number
- 801-124725
- SEC status
- Approved, effective April 25, 2022
- Legal name
- LSB Capital Management, Inc.
- Main office
- 1375 SW State Street, Ankeny, IA 50023
- Phone
- (515) 327-9922
- Website
- mylsbcapital.com
- Regulatory AUM
- $228,767,526 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $228,767,526
- Accounts
- 573
- Employees
- 11, of which 11 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $112.3 million |
| High net worth individuals | 157 | $78.7 million |
| Individuals (other than high net worth individuals) | 226 | $37.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $228.8 million | March 30, 2026 |
| December 1, 2025 | $173 million | October 21, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Clarity Asset Management, Inc. | Ames | $257.4 million | Not listed | adviserinfo.sec.gov |
| Five Talents Financial Management Group LLC | West des Moines | $256 million | Not listed | adviserinfo.sec.gov |
| Cedar Point Capital Partners, LLC | Cedar Rapids | $248.1 million | Not listed | adviserinfo.sec.gov |
| Des Moines Investments, LLC | Des Moines | $246 million | Not listed | adviserinfo.sec.gov |
| Bradford Financial Center | Clarion | $229.7 million | Not listed | adviserinfo.sec.gov |
| Weis Advisory | Clive | $225.6 million | Not listed | adviserinfo.sec.gov |
| Aegis Wealth Management, Inc. | Guthrie Center | $216.5 million | Not listed | adviserinfo.sec.gov |
| Ao Wealth Advisory | Urbandale | $213.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving banks and thrifts
- Advisers serving high net worth individuals
- LSB Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.