Lindahl & Mansager provides financial planning, portfolio management for individuals and small businesses, tax planning, and tax preparation. Financial planning was provided to 251–500 clients last fiscal year.
Lindahl & Mansager reports 281 clients. They include 194 individual clients and 87 high-net-worth individuals. Of its assets, 100.0% ($214M across 771 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 281 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 34% |
| High-net-worth individuals | 31% | 66% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 194 | $72.8M | 34.1% | $375K |
| High-net-worth individuals | 87 | $141M | 65.9% | $1.62M |
| Total | 281 | $214M | 100% | $760K |
- Clients
- 194
- Regulatory AUM
- $72.8M
- AUM share
- 34.1%
- Avg. per client
- $375K
- Clients
- 87
- Regulatory AUM
- $141M
- AUM share
- 65.9%
- Avg. per client
- $1.62M
Total
- Clients
- 281
- Regulatory AUM
- $214M
- AUM share
- 100%
- Avg. per client
- $760K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 281
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Lindahl & Mansager charges 0.25% a year for its Investment management fee.
Fee details and sources
Douglas Mansager owns 25% to 50% of Lindahl & Mansager. Norman Lindahl is CEO; the leadership team includes Chief Financial Officer Laura Lindahl and Chief Compliance Officer Douglas Mansager. It has 3 employees.
Leadership
- Norman LindahlChief Executive Officer
- Laura LindahlChief Financial Officer
- Douglas MansagerChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- Owns 25% to 50% of Lindahl & Mansager Inc
Douglas Mansager
Control person · since November 1992
- Owns 25% to 50% of Lindahl & Mansager Inc
Norman Lindahl
Control person · since November 1992
- Owns 25% to 50% of Lindahl & Mansager Inc
Laura Lindahl
Control person · since November 1992
Lindahl & Mansager’s regulatory assets grew from $152M (March 2021) to $214M (March 2026); clients were 281 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $214M | 281 | 3 | 1 |
| March 2025 | $193M | 295 | 3 | 1 |
| March 2024 | $176M | 278 | 3 | 1 |
| March 2023 | $161M | 297 | 3 | 1 |
| March 2022 | $189M | 272 | 3 | 1 |
| March 2021 | $152M | 288 | 3 | 1 |
Besides its headquarters, Lindahl & Mansager has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 3075 Smith Road, Suite 103, FairlawnHQ
Contact and registration details
- Legal name
- Lindahl & Mansager Inc
- Headquarters
- 3075 Smith Road, Suite 103, Fairlawn, OH 44333
- Website
- Not reported
- Phone
- 330-665-0655
- SEC file
- 801-114168
- Founded
- 1992
- Structure
- Delaware corporation
- Fiscal year end
- December
Lindahl & Mansager uses Charles Schwab ($126M) as custodian for its separately managed accounts. Lindahl & Mansager does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $126M100%
At year end, Lindahl & Mansager’s separately managed accounts were mostly in funds (84%) and cash (13%).
What the accounts hold
- Stocks3%
- Funds84%
- Cash13%
How many clients does Lindahl & Mansager have?
Lindahl & Mansager has 281 clients and manages $214 million for them, as of March 2026. They include 194 individual clients and 87 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Lindahl & Mansager offer?
Lindahl & Mansager provides financial planning, portfolio management for individuals and small businesses, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Lindahl & Mansager charge?
Lindahl & Mansager charges 0.25% a year for its Investment management fee.
Source: LINDAHL & MANSAGER, INC. BROCHURE, filed 30 March 2026
Which custodians does Lindahl & Mansager use?
Lindahl & Mansager’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $126M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Lindahl & Mansager have?
Lindahl & Mansager has 0 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 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 Lindahl & Mansager invest in?
At the end of its last fiscal year, Lindahl & Mansager’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lindahl & Mansager?
Lindahl & Mansager’s direct owners are Douglas Mansager, Norman Lindahl and Laura Lindahl, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Lindahl & Mansager get paid?
Lindahl & Mansager 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
Is Lindahl & Mansager registered with the SEC?
Yes, Lindahl & Mansager has been registered with the SEC as an investment adviser since 22 October 2018. Its CRD number is 107111 and its SEC file number is 801-114168.
Source: Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record
How do I contact Lindahl & Mansager?
Lindahl & Mansager’s main office is at 3075 Smith Road, Suite 103, Fairlawn, OH 44333. Its phone number is 330-665-0655.