RIA Intel›Advisers›Wisconsin›LAWTON RETIREMENT PLAN CONSULTANTS, LLC

LAWTON RETIREMENT PLAN CONSULTANTS, LLC

Advisory

WI

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in WI

#341

of 354 advisers by AUM

Average account

$13M

across 3 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$0

Non-Discretionary AUM$39M

Discretionary %0%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

EVOLUTION FINANCIAL LLC

$39M

MAIN STREET INVESTMENT MANAGEMENT, LLC

$38M

SPERKA INVESTMENT MANAGEMENT, LLC

$39M

ANTHONY CAPITAL MANAGEMENT, LLC

$38M

FIAT LUX CAPITAL MANAGEMENT INC.

$40M

LNB FINANCIAL LLC

$37M

Get the full picture on LAWTON RETIREMENT PLAN CONSULTANTS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LAWTON RETIREMENT PLAN CONSULTANTS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans