Lawson Kroeker Investment Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$325,410,250
Clients
134
Advisors
4
of 7 employees
About
Lawson Kroeker Investment Management is an SEC‑registered adviser that provides discretionary portfolio management to individuals, high‑net‑worth clients, trusts, charitable organizations, corporations, pension and profit‑sharing plans. The firm reports managing roughly $428.6 million in discretionary assets across a small advisory team and about 134 client relationships.
The firm’s investment approach is fundamentally oriented, treating equity ownership as ownership of businesses and emphasizing durable competitive advantages, tailored valuation methodologies, and long‑term holding rather than market timing; fixed‑income positions are used to complement equities and provide portfolio stability. Asset allocation is set collaboratively with clients, monitored continuously, and reviewed at least quarterly with an explicit tolerance band around target allocations.
What distinguishes Lawson Kroeker from many peer team firms is its role beyond individual portfolio management: it serves as the portfolio manager for a registered open‑end investment company (the LK Balanced Fund) and acts as a sub‑advisor in a dual‑contract separately managed account program, arrangements that are less common among similar firms. The brochure also notes a recent ownership change that did not affect firm control or services and describes proxy‑voting, trade‑allocation, and other policies intended to address conflicts arising from managing both pooled and individual client accounts.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%
Account minimum: $1,000,000
Main office
1926 S. 67th Street, Suite 201
Omaha NE 68106
Advisors at this office
4
Most active in
California · Louisiana · Nebraska · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bruce V
CFA®, Series 63, Series 65
Omaha, NE
Lawson Kroeker Investment Management Inc
Bruce Van Kooten is a CFA® charterholder with 22 years of industry experience, currently serving at Lawson Kroeker Investment Management Inc since 2006. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner and partner at Cellar 44, a wine bar in Omaha, where he handles financial oversight and customer relations. Lawson Kroeker provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and a registered investment company, the LK Balanced Fund. The firm uses a fundamental, owner-oriented investment approach and maintains close client collaboration on asset allocation, managing approximately $682.7 million in discretionary assets.
Chad C
CFA®, Series 66
Omaha, NE
Lawson Kroeker Investment Management Inc
Chad Clauser is a CFA® charterholder with 14 years of industry experience, currently serving as an advisor at Lawson Kroeker Investment Management Inc since 2015. He holds the Series 66 designation and is based in Omaha, NE. Lawson Kroeker provides discretionary investment supervisory services to a range of clients including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and manages the LK Balanced Fund. The firm employs a fundamental, owner-oriented investment approach focused on businesses with sustainable competitive advantages, complemented by fixed-income holdings for stability, and collaborates with clients on asset allocation while generally avoiding market timing.
Thomas S
CFA®, Series 63, Series 65
Omaha, NE
Lawson Kroeker Investment Management Inc
Thomas Sudyka Jr. is a CFA® charterholder with 25 years of industry experience, currently serving at Lawson Kroeker Investment Management Inc. since 1999. He holds Series 63 and Series 65 licenses and is based in Omaha, NE. Lawson Kroeker provides discretionary investment supervisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, and pension plans. The firm employs a fundamental, owner-oriented investment approach and manages approximately $682.7 million in discretionary assets through a small team.
Patrick R
Series 63
Omaha, NE
Lawson Kroeker Investment Management Inc
Patrick Riordan is a financial advisor at Lawson Kroeker Investment Management Inc. in Omaha, NE, with 39 years of industry experience. He has been with Lawson Kroeker since 2012. He holds the Series 63 designation. Lawson Kroeker provides discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and profit-sharing plans, and a registered investment company, the LK Balanced Fund. The firm employs a fundamental analysis investment approach with an owner orientation, emphasizing sustainable competitive advantages and tailored valuation methods, while using fixed-income holdings to add stability.
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