Boynton Beach, FL Office

Landolt Securities provides investment management and consulting to individuals, trusts, estates, corporations and other entities, reporting $137.8 million in regulatory assets under management as of March 31, 2026. The firm delivers portfolio management on both a discretionary and non‑discretionary basis and assists clients with establishing brokerage accounts and accessing third‑party asset management programs.

Its investment process emphasizes fundamental analysis and the firm notes a majority of client assets are managed in small‑cap growth stocks, with both short‑term and long‑term trading approaches used depending on client objectives. Landolt also places clients into third‑party model and TAMP programs (including AssetMark, Trinity, Prairie and Orion) and tailors investment recommendations to individual client risk tolerances and restrictions.

Distinctive features in the firm’s brochure include dual registration as both a registered investment adviser and a FINRA member broker‑dealer, and that its representatives are licensed to sell insurance—creating potential conflicts stemming from commissionable product sales. The brochure also discloses several prior regulatory enforcement actions (FINRA and state sanctions in 2013, 2014, 2015 and 2024) related to broker‑dealer activities and supervisory deficiencies, and the firm notes its reliance on TAMP affiliations and multiple offices in delivering services.