Lane Brothers Investment Counsel

Overview

Lane Brothers Investment Counsel is an independent, privately owned registered investment adviser organized as a corporation. The firm completed SEC registration in 2024 and identifies as a capital allocator that serves both individual/family and institutional clients. Its fee model combines percentage-of-AUM billing with fixed-fee arrangements. Core advisory services include financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting-related work, and the selection of sub‑advisers. The firm does not describe itself as an active ESG investor and does not operate as a multi‑state adviser. Lane Brothers also has affiliations tied to pooled vehicles, acting in roles such as sponsor, general partner and managing member.

Assets & Accounts

Public Holdings

Investments & Alternatives