Lockton Investment Advisors, LLC
● SEC registered since 2007CRD 144133SEC# 801-68005Overland Park, KS
Reg. AUM
—
Employees
24
Accounts
—
Location
Overland Park, KS
Lockton Investment Advisors, LLC assets under management
Lockton Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2007. It employs 24 people.
Lockton Investment Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deirdre Patten Kowalski | Chief Compliance Officer | Under 5% | 2025 |
| Kyle Randall Hartman Control | Executive Officer | Under 5% | 2024 |
| Lockton Insurance Agency, LLC Control | Corporate Unit Holder | Over 75% | 2016 |
| Lockton Operating Companies, LLC | Corporate Unit Holder | Over 75% | 2016 |
| Lockton Partners, LLC | Corporate Unit Holder | Over 75% | 2016 |
| Lockton, Inc. Control | Sole Member | Over 75% | 2016 |
| Lpcm, LLC | Corporate Unit Holder | Over 75% | 2016 |
Frequently asked questions
How many employees does Lockton Investment Advisors, LLC have?
Lockton Investment Advisors, LLC reports 24 employees.
Where is Lockton Investment Advisors, LLC located?
Lockton Investment Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2007.
Does Lockton Investment Advisors, LLC disclose fund performance?
Lockton Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7045 College Blvd, 5th Floor, Overland Park, KS 66211 |
| Phone | 816-960-9000 |
| Fax | 816-960-9099 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 21%
More than 79% of 16,824 advisers