RIA Intel›Advisers›Wisconsin›LOTZER & CO.,INC.

LOTZER & CO.,INC.

Advisory

WI

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

Average account

$363K

across 78 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InWI

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

45 clients

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

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Advisers of similar size in WI

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

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CARL M. HENNIG, INC.

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MIDWEST WEALTH SOLUTIONS LLC

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SIMMONS FINANCIAL MANAGEMENT INC

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