CHAMBERLAIN LANE CAPITAL, LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 340063
- Registered since
- January 23, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chamberlain Lane Capital, LLC is organized as a limited liability company with individual ownership. The firm provides advisory services focused on financial planning and portfolio management for individuals, small businesses, and institutional or business clients. Its fee arrangements combine a percentage-of-assets model with performance-based fees, indicating a willingness to accept incentive compensation in addition to AUM charges. The ADV indicates the firm is not positioned as a capital allocator, is not an active ESG investor, and does not identify as a multi-state adviser, pension consultant, or related adviser. The filing shows SEC registration in 2026 and the firm is classified as unclassified for reporting purposes.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
2 of 2Todd Healy
Registered AdministratorCRD 2148405
JOHN BRUNGER
CRD 4963780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 3100 West End Ave
- Time zone
- CT (UTC-6)
- Office locations
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