LAWSON KROEKER INVESTMENT MANAGEMENT INC
SEC RegisteredInvested Alongside You
About the firm
Lawson Kroeker Investment Management, founded in Omaha, Nebraska, is a third-generation wealth management firm that helps a select group of high-net-worth clients achieve their life goals by providing investment advice and building custom solutions. Established in 1986, the firm has under management approximately $600 million in assets. In 2022, Lawson Kroeker merged with Red Cedar Capital, LLC.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment management, trust and estate management, and philanthropy services. The firm provides individualized financial roadmaps, manages concentrated portfolios of individual stocks and bonds, and tailors solutions to each client's risk tolerance and goals including growth, capital preservation, tax mitigation, and special situations.
Who they serve
A select group of high-net-worth clients including those nearing or in retirement, retirees, business owners, career professionals, and people facing new financial situations such as the sale of a business, inheritance, widowhood, divorce, or generational wealth transfer.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 43 | $34M |
| High Net Worth Individuals | 91 | $292M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.75% |
| Next $5,000,000 | 0.50% |
| Over $10,000,000 | 0.30% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LAWSON KROEKER INVESTMENT MANAGEMENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched