RIA Intel›Advisers›Illinois›LANTZ FINANCIAL LLC

LANTZ FINANCIAL LLC

Advisory

N·NAPERVILLE, IL

Data as of Feb 16, 2026 · Source: SEC Form ADV

Total AUM

$994M

1-Year AUM Growth

+20.6%

3-Year CAGR

+9.6%

Employees

6

Assets Under Management

Total AUM$994M

Discretionary AUM$946M

Non-Discretionary AUM$48M

Discretionary %95.1%

Total Clients638

Team

Total Employees6

Investment Advisers13

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record26

First FilingAug 24, 2018

Latest FilingFeb 16, 2026

🔒 Full AUM trend chart and 26 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LANTZ FINANCIAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.