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 an LLC-structured registered investment adviser that provides financial planning and portfolio management services for individuals, small businesses, and institutional/business clients. The firm charges asset-based fees and may assess performance-based fees. It is not classified as a capital allocator, does not market itself as an active ESG investor, and is not a multi-state or newly formed adviser. The SEC registration year is listed as 2026 and ownership is held by an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • John Brunger

    Founder and CEOCRD 4963780

Contacts

1 of 1
  • Todd Healy

    Todd Healy

    Registered AdministratorCRD 2148405

Wealth teams

FINTRX

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