DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L•••••• S••••• A•••••••
Legal name L•••••• S••••• A••••••• L••
Latest filing Aug 13, 2026
First filing on the tape Jun 28, 2022 · 15 filings
SEC status approved since Aug 8, 2022
RAUM
$555M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$517M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$92.5M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$555M as of Aug 13, 2026
Mar 30, 2023$303M then
HNW client RAUM$487M as of Aug 13, 2026
Mar 30, 2023$254M then
State-registered IARs (5.B.3)5 as of Aug 13, 2026
Mar 30, 20232 then
Employees (5.A)5 as of Aug 13, 2026
Mar 30, 20232 then
Private funds1 as of Aug 13, 2026
Mar 30, 20231 then
RAUM +27% over the last fiscal year+22% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Aug 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $92.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $7.1MderivedHNW RAUM over HNW clients
- Average account
- $989,304derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 0.8derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +65%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, publicationsreportedItem 5.G
- Custody
- $201M, 77 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$487M88%
- Pooled investment vehicles$38.3M6.9%
- Individuals$30.0M5.4%
- Individual clients
- 81reported
- HNW clients
- 69reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 561reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $201M for 77 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.93 fund_share=0.07 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• T••••• | Ambler, Pa | Apr 27, 2020 | 23 y | 1 |
| M•••••• C•••••• T•••••Certified Financial Planner | Ambler, Pa | Aug 20, 2020 | 13 y | 3 |
| M•••• H••••• K••••• | Yardley, Pa | Nov 20, 2023 | 21 y | 2 |
| S•••••• P•••••• T••••• | Ambler, Pa | Mar 29, 2024 | 14 y | 0 |
| P•••••• H•••• G••••••••• | Ambler, Pa | Mar 24, 2025 | 10 y | 3 |
| M•••••• T••• H••••••Chartered Financial Analyst | Ambler, Pa | Apr 16, 2026 | 14 y | 3 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- M•••••• T••• H•••••• from D••••••••• L••Apr 16, 2026 · RIA to RIA
- P•••••• H•••• G••••••••• from R•• C•••••• M••••••• L••Mar 24, 2025 · Affiliated broker-dealer or bank to independent RIA
- M•••• H••••• K••••• from R•• C•••••• M••••••• L••Nov 20, 2023 · Affiliated broker-dealer or bank to independent RIA
- M•••••• C•••••• T••••• from V•••• C••••••• L••Aug 20, 2020 · RIA to RIA
- M•••••• T••••• from F••••• A•••••••• L••Apr 27, 2020 · RIA to RIA
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••••• S••••• R••• E••••• F••• L•• | Real Estate Fund | $47.5M | 1 | Jun 28, 2022 |
Owners and control persons
Schedule A and B, latest filing
- T•••••• M•••••• · Chief Executive Officercontrolsince 01/2020 · owns 75% or more
- T•••••• M••••••• C•••••• · Chief Operating Officer / Chief Compliance Officercontrolsince 06/2020 · owns less than 5%
Related persons
Schedule D 7.A
- L•••••• S••••• R••• E••••• F••• M•••••• L••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ambler, Pa · principal | 6 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 440 to 561Mar 31, 2025 to Mar 19, 2026
- Advisory employees · 4 to 5Mar 31, 2025 to Mar 19, 2026
- HNW clients · 62 to 69Mar 31, 2025 to Mar 19, 2026
- Individual clients · 29 to 81Mar 31, 2025 to Mar 19, 2026
- Assets in custody · $48.7M to $201MMar 31, 2025 to Mar 19, 2026
- Employees · 4 to 5Mar 31, 2025 to Mar 19, 2026
- State-registered IARs · 4 to 5Mar 31, 2025 to Mar 19, 2026
- Discretionary RAUM · $439M to $555MMar 31, 2025 to Mar 19, 2026
- HNW RAUM · $379M to $487MMar 31, 2025 to Mar 19, 2026
- Individual RAUM · $11.3M to $30.0MMar 31, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $48.7M to $38.3MMar 31, 2025 to Mar 19, 2026
- RAUM · $439M to $555MMar 31, 2025 to Mar 19, 2026
- Accounts · 339 to 440Mar 29, 2024 to Mar 31, 2025
- HNW clients · 67 to 62Mar 29, 2024 to Mar 31, 2025
- Individual clients · 17 to 29Mar 29, 2024 to Mar 31, 2025
- Assets in custody · unset to 48728833.0Mar 29, 2024 to Mar 31, 2025
- Custody of client assets · false to trueMar 29, 2024 to Mar 31, 2025
- Financial planning clients · 51-100 to 51-100Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $347M to $439MMar 29, 2024 to Mar 31, 2025
- HNW RAUM · $327M to $379MMar 29, 2024 to Mar 31, 2025
- Individual RAUM · $4.2M to $11.3MMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $32.4M to $0Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $47.5M to $48.7MMar 29, 2024 to Mar 31, 2025
- RAUM · $379M to $439MMar 29, 2024 to Mar 31, 2025
- Accounts · 321 to 339Aug 25, 2023 to Mar 29, 2024
- Advisory employees · 2 to 4Aug 25, 2023 to Mar 29, 2024
- HNW clients · 52 to 67Aug 25, 2023 to Mar 29, 2024
- Individual clients · 23 to 17Aug 25, 2023 to Mar 29, 2024
- Employees · 2 to 4Aug 25, 2023 to Mar 29, 2024
- State-registered IARs · 2 to 4Aug 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $278M to $347MAug 25, 2023 to Mar 29, 2024
- HNW RAUM · $254M to $327MAug 25, 2023 to Mar 29, 2024
- Individual RAUM · $8.5M to $4.2MAug 25, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $24.6M to $32.4MAug 25, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $40.5M to $47.5MAug 25, 2023 to Mar 29, 2024
- RAUM · $303M to $379MAug 25, 2023 to Mar 29, 2024
- Accounts · 320 to 321Nov 3, 2022 to Mar 30, 2023
- HNW clients · 28 to 52Nov 3, 2022 to Mar 30, 2023
- Individual clients · 33 to 23Nov 3, 2022 to Mar 30, 2023
- Pooled vehicle clients · 64 to 1Nov 3, 2022 to Mar 30, 2023
Signals
3 dated events
- L•••••• S••••• A••••••• reported RAUM $555.0M, up 27% from $438.7M (2025-03-31 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- L•••••• S••••• A••••••• reported RAUM $302.5M, up 76% from $171.8M (2022-11-03 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- L•••••• S••••• A••••••• filed its initial SEC registration (Form ADV)Jun 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@lansingadv.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 215-584-4800reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 215-718-2063reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/lansing-street-advisorsreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/67169153/adminreportedpublic record, Form ADV, Sep 18, 2026
- Website
- lansingadv.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-718-2063reportedpublic record, Form ADV, Aug 13, 2026
- Contact form
- lansingadv.com/contactreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $92.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
L•••••• S••••• A••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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