Lockton Investment Advisors, LLC
● SEC registered since 2007CRD 144133SEC# 801-68005Kansas City, MO
Reg. AUM
—
Employees
24
Accounts
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Location
Kansas City, MO
Lockton Investment Advisors, LLC assets under management
Lockton Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Kansas City, MO. 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 |
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Join to unlock · $37/moFrequently 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 Kansas City, MO 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 | 444 W 47th Street, Suite 900, Kansas City, MO 64112 |
| 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 16,825 advisers