{"url":"https://nivawealth.com/firms/lindahl-and-mansager-107111","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/107111","regulatoryAum":213656000,"crd":"107111","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4358055","suffix":null,"lastName":"LINDAHL","firstName":"LAURA","middleName":"MARIE"},{"crd":"1260245","suffix":null,"lastName":"LINDAHL","firstName":"NORMAN","middleName":"ALLAN"},{"crd":"4358048","suffix":null,"lastName":"MANSAGER","firstName":"DOUGLAS","middleName":"NORMAN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-25","regulatoryAum":152342000,"clients":288,"employees":3,"offices":1},{"filedOn":"2022-03-14","regulatoryAum":189164586,"clients":272,"employees":3,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":161311690,"clients":297,"employees":3,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":175989000,"clients":278,"employees":3,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":192663000,"clients":295,"employees":3,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":213656000,"clients":281,"employees":3,"offices":1}],"secFileNumber":"801-114168","legalName":"Lindahl & Mansager Inc","displayName":"Lindahl & Mansager","slug":"lindahl-and-mansager-107111","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1992","organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"3075 Smith Road, Suite 103","city":"Fairlawn","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44333"},"tradeNames":[],"registration":{"secApproved":"22 October 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":760341.6370106762,"staff":{"employees":3,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":213656000,"discretionary":213656000,"discretionaryAccounts":771,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":281},"clientTypes":[{"label":"Individuals (other than HNW)","clients":194,"regulatoryAum":72778000},{"label":"High-net-worth individuals","clients":87,"regulatoryAum":140878000}],"feePrograms":[{"role":"main","program":"Investment management fee","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030959","versionId":1030959,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-03-30","documentName":"LINDAHL & MANSAGER, INC. BROCHURE","fee_rate_low":0.25,"fee_rate_high":0.25,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:54:43.594509+00:00","documents":[{"name":"LINDAHL & MANSAGER, INC. BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030959","versionId":1030959,"submittedOn":"2026-03-30"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030960","versionId":1030960,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030958","versionId":1030958,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":126479710}],"custodyNote":"Lindahl & Mansager does not have custody of client assets.","leadership":[{"name":"Norman Lindahl","title":"Chief Executive Officer","crd":"1260245"},{"name":"Laura Lindahl","title":"Chief Financial Officer","crd":"4358055"},{"name":"Douglas Mansager","title":"Chief Compliance Officer","crd":"4358048"}],"ownership":[{"label":"Douglas Mansager","detail":"Chief compliance officer in the 25% to 50% ownership band and a control person, since November 1992."},{"label":"Norman Lindahl","detail":"Chief executive officer in the 25% to 50% ownership band and a control person, since November 1992."},{"label":"Laura Lindahl","detail":"Chief financial officer in the 25% to 50% ownership band and a control person, since November 1992."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"3075 Smith Road, Suite 103","city":"Fairlawn","headquarters":true}]}],"brochureServices":["tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"330-665-0655","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":84},{"label":"Cash and cash equivalents","percent":13}],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/107111/PDF/107111.pdf","brochureDate":"30 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1030959","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Lindahl & Mansager have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Lindahl & Mansager offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Lindahl & Mansager charge?","answer":"Lindahl & Mansager charges 0.25% a year for its Investment management fee.","source":"LINDAHL & MANSAGER, INC. BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Lindahl & Mansager use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Lindahl & Mansager have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Lindahl & Mansager invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Lindahl & Mansager?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Lindahl & Mansager get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Lindahl & Mansager registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Lindahl & Mansager?","answer":"Lindahl & Mansager’s main office is at 3075 Smith Road, Suite 103, Fairlawn, OH 44333. Its phone number is 330-665-0655.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}