CHAMBERLAIN LANE CAPITAL, LLC

RIASEC RegisteredEst. 2026
Total AUM
$100M
Discretionary
$100M
100% of AUM
Avg account
$100M
Accounts
1
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • Todd Healy

    Registered AdministratorCRD 2148405

  • JOHN BRUNGER

    CRD 4963780

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth