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LANSING STREET ADVISORS

AMBLER, PA · CRD 306882 · IAPD ↗ · 215-718-2063

$555.0MRegulatory AUM
5Advisory reps
5Employees
1Clients
51-100Planning clients
1Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — LANSING STREET ADVISORS crossed $500M in regulatory AUM ($438.7M -> $555.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
April 2025 — LANSING STREET ADVISORS now reports custody of client assets ($97.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
63
April 2024 — LANSING STREET ADVISORS reported RAUM up 25% ($302.5M -> $378.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — LANSING STREET ADVISORS grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.