Lane Brothers Investment Counsel

RIASEC Registered

Total AUM

$240M

Discretionary

$240M

100% of AUM

Avg account

$245K

Accounts

979

Employees

Advisory reps

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

FINTRX

Overview

Lane Brothers Investment Counsel is an independent, corporation-form investment adviser that registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional investors, charging a mix of percentage-of-AUM and fixed fees. Core advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and pooled investment vehicles, pension consulting, and selection of other advisers. The firm also operates as a capital allocator and has roles as sponsor/GP and managing member for pooled investment vehicles. Lane Brothers indicates it does not pursue active ESG investing. Its business model combines direct portfolio management with the ability to place capital into third-party managers and sponsor private funds, positioning the firm to blend liquid public-market exposures with private-market commitments.