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LSB WEALTH MANAGEMENT

LSB CAPITAL MANAGEMENT, INC.

CRD 310466 · SEC 801-124725

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1375 SW STATE STREET, ANKENY, IA, 50023, United States

Phone

515-327-9922

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$228.8M

Discretionary AUM

$228.8M

Team

11 total employees; 11 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees; SUB-ADVISER RELATIONSHIPS

Org form

Corporation

Filing date

2026-04-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)SUB-ADVISER SERVICES

Client types

TypeClientsAUM
Individuals226$37.8M
High net worth individuals157$78.7M

States served

IA, TX

All web addresses on file

Official SEC filing: View on IAPD