Landolt Securities, Inc.
- Regulatory AUM
- $138M
- Discretionary
- $138M
- Clients
- 198
- Avg AUM / client
- $696K
- Accounts
- 301
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 198 | $138M | 100.0% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Trendley Mckiernan | Registered representative | Jan 2006 (21y) | ||
| Martin Lauri Yokosawa | Registered representative | Oct 2008 (18y) | ||
| Scott Whitney Turner | Registered representative | Apr 2010 (16y) | ||
| Giuseppe Del Vecchio | Registered representative | Jul 2017 (9y) | ||
| Nathan R Derks | Registered representative | Sep 2017 (9y) | ||
| Jeff M Batterson | Registered representative | CFP | Feb 2018 (8y) | |
| Matthew Richard Mc Kiernan | Registered representative | Mar 2019 (7y) | ||
| Tyler John Reinhard | Registered representative | Mar 2019 (7y) | ||
| Brian Steven Staubus | Registered representative | Mar 2020 (6y) | ||
| Victor Walter Trebules | Registered representative | CFP | Apr 2024 (2y) | |
| Jason Edward Seurer | Registered representative | Jan 2025 (2y) | ||
| William Matthew Leisman | Registered representative | Nov 2025 (1y) | ||
| Justin Seurer | Registered representative | Feb 2026 (0y) | ||
| Connor Allen Schaefer | Registered representative | Feb 2026 (0y) | ||
| Damon James Longstreet | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- RBC $106M (77% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗