# Lockton Investment Advisors

Lockton Investment Advisors is a RIA based in Kansas City, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Kansas City, United States
- **Region:** North America
- **Address:** Kansas City, MO, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** locktonfamilyoffice.com

## Regulatory record

- **CRD number:** 144133
- **SEC file number:** 801-68005
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144133

## About

LOCKTON INVESTMENT ADVISORS, LLC is an SEC-registered investment adviser in Kansas City, MO, registered since 2007. It has 24 employees and 24 investment advisers. The firm is based in Kansas City, MO.

## Sectors

- Real Estate
- Private Equity
- Public Equities
- Fixed Income

## People

- David Lockton — Founder

## Questions

### How does Lockton Investment Advisors source proprietary deal flow?

The office leverages relationships from Lockton Companies' extensive network in the insurance and business services sectors. It also participates in real estate and private equity opportunities sourced through its own team and external advisors.

### Does Lockton Investment Advisors participate in fund commitments or only direct deals?

The office uses both approaches. It commits to private equity funds and also invests directly in real estate and other assets, though specific fund names or direct deals are not publicly disclosed.

### Which sectors does Lockton Investment Advisors explicitly avoid?

The office has not publicly stated any excluded sectors. Its known investments focus on real estate and private equity, with no reported exposure to venture capital, hedge funds, or cryptocurrency.

## Related profiles

- [Legacy Investment Services, LLC](https://altss.com/profile/legacy-investment-services-llc)
- [Bloch Private Wealth, LLC](https://altss.com/profile/bloch-private-wealth-llc)

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Last updated: 2026-07-06T01:24:20.358Z

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