SEC Form ADV

LOCKSHIELD PARTNERS, INC.

Firm profile: Lockshield Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserKY

$290.6M

Assets Under Management

1,717

Total Clients

Employees

Get LP Contact Details

Registration Details

Accession: CRD-175433
Location: GLASGOW, KY
Filing Date: March 12, 2026
AUM: $290.6M
Total Clients: 1,717
Institutional Clients: 3
Employees: 8
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

LOCKSHIELD PARTNERS, INC. is a registered investment adviser headquartered in GLASGOW, KY, managing approximately $290.6M in assets across 1,717 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings