LATHROP INVESTMENT MANAGEMENT COMPANY

RIASEC RegisteredEst. 2024

Total AUM

$1B

Discretionary

$766M

76% of AUM

Avg account

$1.2M

Accounts

836

Employees

Advisory reps

Firm details

Headquarters: LITTLE ROCK, Arkansas
CRD number: 334458
Registered since: December 12, 2024
Website: www.limc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI57.84%
Pension & Profit Sharing Plans33.6%
Individuals4.68%
Corporations / Businesses2.79%
Charitable Organizations1.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lathrop Investment Management Company is an independent, SEC-registered RIA organized as a limited liability company and registered in 2024. The firm serves both individual and family clients as well as institutional and business accounts, operating primarily on a percentage-of-AUM fee model. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm identifies as a capital allocator with a clear preference for equity exposure, executing portfolios that emphasize exchange‑traded instruments and separately managed solutions.