Lawson Kroeker Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Lawson Kroeker Investment Management reports 142 clients. They include 91 high-net-worth individuals, 43 individual clients and 7 charitable organizations. Of its assets, 100.0% ($429M across 254 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 8% |
| High-net-worth individuals | 64% | 68% |
| Investment companies | <1% | 6% |
| Charitable organizations | 5% | 18% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 43 | $33.7M | 7.9% | $784K |
| High-net-worth individuals | 91 | $292M | 68.1% | $3.21M |
| Investment companies | 1 | $25.1M | 5.9% | $25.1M |
| Charitable organizations | 7 | $78.1M | 18.2% | $11.2M |
| Corporations and other businesses | Fewer than 5 | $29.6K | 0.0% | — |
| Total | 142 | $429M | 100% | — |
- Clients
- 43
- Regulatory AUM
- $33.7M
- AUM share
- 7.9%
- Avg. per client
- $784K
- Clients
- 91
- Regulatory AUM
- $292M
- AUM share
- 68.1%
- Avg. per client
- $3.21M
- Clients
- 1
- Regulatory AUM
- $25.1M
- AUM share
- 5.9%
- Avg. per client
- $25.1M
- Clients
- 7
- Regulatory AUM
- $78.1M
- AUM share
- 18.2%
- Avg. per client
- $11.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $29.6K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 142
- Regulatory AUM
- $429M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Lawson Kroeker Investment Management charges 0.30%–1.00% a year for its Individual portfolio management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.50% |
| $10M and above | 0.30% |
Fee details and sources
Thomas Sudyka owns 75% or more of Lawson Kroeker Investment Management. The leadership team of Lawson Kroeker Investment Management includes Chief Compliance Officer Thomas Sudyka. It has 7 employees, 4 of them in advisory roles.
Leadership
- Thomas SudykaShareholder - Director - Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Lawson Kroeker Investment Management Inc
Thomas Sudyka
Control person · since September 1999
Lawson Kroeker Investment Management’s regulatory assets grew from $377M (February 2021) to $429M (March 2026); clients were 142 in both filings and employees rose from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $429M | 142 | 7 | 1 |
| Mar 2025March 2025 | $683M | 222 | 8 | 1 |
| Mar 2024March 2024 | $624M | 212 | 8 | 1 |
| Mar 2023March 2023 | $397M | 139 | 6 | 1 |
| Mar 2022March 2022 | $433M | 133 | 5 | 1 |
| Feb 2021February 2021 | $377M | 137 | 5 | 1 |
Besides its headquarters, Lawson Kroeker Investment Management has 0 offices, with 1 listed address in 1 state.
Nebraska · 1 listed address
- 1926 S. 67th Street, Suite 201, OmahaHQ
Contact and registration details
- Legal name
- Lawson Kroeker Investment Management Inc
- Headquarters
- 1926 S. 67th Street, Suite 201, Omaha, NE 68106
- Website
- lawsonkroeker.com
- Phone
- 402-392-2606
- SEC file
- 801-27034
- Structure
- Nebraska corporation
- Fiscal year end
- December
Lawson Kroeker Investment Management’s named custodians for separately managed accounts are US Bank N.A ($253M, 60%), Charles Schwab ($91.3M, 22%) and First National Bank ($74.2M, 18%). Lawson Kroeker Investment Management does not have custody of client assets.
- US Bank N.AUS Bank N.A · Cincinnati, OH · $253M60%
- First National BankFirst National Bank · Omaha, NE · $74.2M18%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $91.3M22%
At year end, Lawson Kroeker Investment Management’s separately managed accounts were mostly in stocks (79%) and bonds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $361M across 59 positions; the largest are Texas Pacific Land Corp. (13.4%), Berkshire Hathaway Inc. CL B (6.1%) and Arthur J Gallagher & Co (4.2%).
What the accounts hold
- Stocks79%
- Funds1%
- Bonds16%
- U.S. government and agency bonds8%
- State and local bonds6%
- Investment grade corporate bonds2%
- Cash4%
Reported 13F holdings
- $361M
- Reported 13F value
- 59
- Positions
- 49.7%
- In the 10 largest
- +5.1%
- Value vs. prior quarter
- Texas Pacific Land Corp.13.4%
- Berkshire Hathaway Inc. CL B6.1%
- Arthur J Gallagher & Co4.2%
- Alphabet Inc. CL C4.0%
- Phillips 663.9%
- Aflac Inc.3.9%
- Microsoft Corp.3.8%
- Thermo Fisher Corp.3.8%
- Fifth Third Bancorp3.4%
- Chubb Corp.3.2%
Together, the ten largest are 49.7% of reported value.
How many clients does Lawson Kroeker Investment Management have?
Lawson Kroeker Investment Management has 142 clients and manages $429 million for them, as of March 2026. They include 91 high-net-worth individuals, 43 individual clients and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Lawson Kroeker Investment Management offer?
Lawson Kroeker Investment Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lawson Kroeker Investment Management charge?
Lawson Kroeker Investment Management charges 0.30%–1.00% a year for its Individual portfolio management. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Which custodians does Lawson Kroeker Investment Management use?
Lawson Kroeker Investment Management’s separately managed account assets are held at US Bank N.A (Cincinnati, OH), with $253M, Charles Schwab & Co., Inc. (San Francisco, CA), with $91.3M and First National Bank (Omaha, NE), with $74.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Lawson Kroeker Investment Management have?
Lawson Kroeker Investment Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lawson Kroeker Investment Management invest in?
At the end of its last fiscal year, Lawson Kroeker Investment Management’s separately managed accounts held 79% exchange-traded equities, 8% U.S. government and agency bonds, 6% state and local bonds, 4% cash and equivalents, 2% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Lawson Kroeker Investment Management have a minimum investment?
Yes, Lawson Kroeker Investment Management’s minimum account size for its Individual portfolio management is $1M.
Who owns Lawson Kroeker Investment Management?
Lawson Kroeker Investment Management’s direct owner is Thomas Sudyka (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Lawson Kroeker Investment Management get paid?
Lawson Kroeker Investment Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lawson Kroeker Investment Management?
Lawson Kroeker Investment Management’s main office is at 1926 S. 67th Street, Suite 201, Omaha, NE 68106. Its phone number is 402-392-2606. Its website is lawsonkroeker.com.