LANDOLT SECURITIES, INC.

CRD

28352

SEC file #

801-135200

EIN

—

DBA names

—

Economics

AUM

$105.6M

AUM band

$100M-$500M

AUM trajectory

—

Client mix

Individuals High Net Worth

173

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

—

Primary office

LAKE BLUFF IL

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

landoltsecurities.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MCKIERNAN, DONALD TRENDLEY

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MCKIERNAN, DONALD TRENDLEY

MCKIERNAN, MATTHEW RICHARD

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

LANDOLTSECURITIES.COM

Rdap Domain Creation Date

2005-09-28T14:31:17Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001745032

Edgar Registered

Yes

Edgar Filing Count

213

Edgar First Filing Date

2018-07-24

Edgar Last Filing Date

2026-05-18

Edgar Form D Count

Edgar Form D Offerings

2025-03-182025-03-18 · 0001745032-25-000001

2024-03-222024-03-22 · 0001745032-24-000001

Edgar Xbrl Assets Latest

Value Usd219,344,153

Fiscal Year End2025-12-31

Edgar Xbrl Revenue Latest

Value Usd64,499,791

Fiscal Year End2025-12-31

ConceptRevenues

Edgar Sic Description

Real Estate Investment Trusts

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

1635 43RD STREET SOUTH, SUITE 205FARGO, ND 58103

Business

1635 43RD STREET SOUTH, SUITE 205FARGO, ND 58103

Edgar EIN

830556111

Edgar Recent Filings

NT 10-Q2026-05-18 · 0001104659-26-063155

10-K2026-05-15 · 0001104659-26-062807

Edgar Sic

6798

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-09-28T14:31:17Z

Rdap Domain Last Changed

2025-09-29T12:32:06Z

Rdap Nameservers

Ns41.domaincontrol.comNs42.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

1305965

Trust Company Affiliate