Lockton Investment Advisors, LLC

Overview

Lockton Investment Advisors, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2007. The firm is a multi-state adviser with an ownership mix described as a domestic entity and individual. It does not describe itself as a capital allocator and the dataset flags its fee structure as “Other.” The firm is not identified as an active ESG investor, is not a pension consultant, and is not listed as a related adviser. Industry affiliations include connections to a broker‑dealer and an insurance company, which suggests distribution and insurance product relationships complement its advisory activity.

Assets & Accounts

Investments & Alternatives

Location & Offices