LANE BROTHERS INVESTMENT COUNSEL
Firm details
- Headquarters
- PRESCOTT, Arizona
- CRD number
- 105968
- Registered since
- August 23, 2024
- Website
- www.lanebrothers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.15%
- Individuals42.21%
- Corporations / Businesses4.09%
- Charitable Organizations2.93%
- Pension & Profit Sharing Plans0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Lane Brothers Investment Counsel is an independent, privately owned registered investment adviser that began SEC registration in 2024. The firm serves both high-net-worth individuals and family clients as well as institutional accounts, and operates as a capital allocator that builds portfolios across discretionary separate accounts and pooled vehicles. Its fee model combines percentage-of-AUM charges with fixed-fee arrangements. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of sub‑advisers, and pension consulting services. The firm does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds28%
- Other4%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2Joseph Allen
CIOCRD 7052252
Megan Lane
Chief Operating Officer / Wealth AdvisorCRD 7442462
Contacts
3 of 3KEVIN LANE
Founder and Senior Wealth AdvisorCRD 1011052
Cassander Crandall
Wealth AdvisorCRD 6831228
CARADOC CRANDALL
Investment Advisor RepresentativeCRD 7510623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$145M in ETFs
66%
$95.6M
29%
$49.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $17.8M | 351,003 | 12.27% |
Location
PRESCOTT, AZ
YAVAPAI
Location
PRESCOTT, AZ
Headquartered in PRESCOTT, AZ, in the West of the United States.
- Region
- West
- County
- YAVAPAI
- Address
- 1560 Plaza West Dr
- Time zone
- MT (UTC-7)
- Office locations
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