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Lussenheide Capital Management, Inc.

Updated today

Client assets under management

$44,399,625

Clients

60

0% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

30

Low

Average account size

$739,994

About

The firm provides discretionary investment supervisory services primarily to individual clients and also offers advice to investment companies, pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. It issues an internet newsletter, the Investment Warrior Report, and makes its investment programs available through variable annuity products.

LCM employs proprietary, mechanical trend‑following market‑timing systems described in the brochure as based on historical, empirical and mathematical signals to drive asset allocation and trade no‑load mutual funds across U.S. equities and bond markets as well as selected international markets. Its programs span conservative all‑bond allocations to an aggressive strategy that applies the trend‑following model to a leveraged Nasdaq‑100 mutual fund and may use margin to amplify returns.

Noteworthy attributes for a firm of this size include the explicit use of market timing and the publication of an online periodical—practices that are less common among peers. The brochure also indicates the firm is run by two advisor‑owners managing roughly $44 million for about 60 clients and lists individuals as the primary client type without an explicit focus on high‑net‑worth households.

Client services

Portfolio management Newsletters or periodicals Market timing

Expertise

Passive / index investing Active portfolio management

Fee options

Percentage

$0 - $300,000: 1.80% (USDP & GDP), 2.00% (Aggressive Strategies) $300,001 - $600,000: 1.35% (USDP & GDP), 2.00% (Aggressive Strategies) $600,000 - $1,200,000: 0.90% (USDP & GDP), 1.50% (Aggressive Strategies) $1,200,001+: 0.90% (USDP & GDP), 1.00% (Aggressive Strategies)

Other

Account minimum: $25,000

Most active in

California · Montana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William L

Series 65

Florence, MT

Lussenheide Capital Management, Inc.

William Lussenheide is a financial advisor at Lussenheide Capital Management, Inc. in Florence, MT, holding a Series 65 designation with 22 years of industry experience. He has been with Lussenheide Capital Management since 2003. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients, along with advice to investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses proprietary, mechanical trend-following market-timing systems to guide asset allocation and trades across U.S. equities, bonds, and selected international markets, and publishes an internet newsletter called the Investment Warrior Report.

Passive / index investing Active portfolio management
user avatar

David L

Series 65

Florence, MT

Lussenheide Capital Management, Inc.

David Liesenfelt is a financial advisor with Lussenheide Capital Management, Inc., holding a Series 65 credential and 22 years of industry experience. He is also president of Fresh Concepts, Inc., a consulting firm he has led since 1988. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients as well as to investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary mechanical trend-following market-timing systems and publishes an internet newsletter, the Investment Warrior Report.

Passive / index investing Active portfolio management
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