Lsb Capital Management, Inc.
● SEC registered since 2022CRD 310466SEC# 801-124725Ankeny, IA
Reg. AUM
$228.8M
Employees
11
Accounts
573
Location
Ankeny, IA
Lsb Capital Management, Inc. assets under management
Lsb Capital Management, Inc. operates as an SEC-registered investment adviser based in Ankeny, IA. The firm has been registered since 2022. It reports $228.8 million in regulatory assets under management and employs 11 people.
Lsb Capital Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annette Jeanblanc Utterback Control | Chief Compliance Officer | Under 5% | 2022 |
| Lincoln Savings Bank Control | Sole Owner | Over 75% | 2020 |
| Zachary Patrick Morrissey Control | President | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Lsb Capital Management, Inc. manage?
Lsb Capital Management, Inc. reports $228.8 million in regulatory assets under management on its Form ADV.
How many employees does Lsb Capital Management, Inc. have?
Lsb Capital Management, Inc. reports 11 employees.
Where is Lsb Capital Management, Inc. located?
Lsb Capital Management, Inc. is based in Ankeny, IA and has been SEC-registered since 2022.
Does Lsb Capital Management, Inc. disclose fund performance?
Lsb Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1375 SW State Street, Ankeny, IA 50023 |
| Phone | 515-327-9922 |
| Office hours | 8-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$228.8M▼ 1%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$228.8Mregulatory AUM
Discretionary $228.8M