LANG CAPITAL

RIASEC Registered
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$307K
Accounts
345
Employees
5
Advisory reps
2

Firm details

Headquarters
BLUFFTON, South Carolina
CRD number
281305
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI58.49%
  • Individuals41.51%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lang Capital is an independent registered investment adviser structured as a limited liability company that focuses on serving individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers, positioning itself as a capital allocator that blends in-house management with third-party manager relationships. Its fee model includes percentage-of-AUM billing alongside fixed and other fee arrangements. Lang Capital is not marketed as an ESG-focused manager and does not operate as a multi-state adviser. Investment activity shows a clear tilt toward liquid public equities as the primary implementation vehicle, while the firm also allocates to third-party alternative managers. An affiliation with an insurance company is noted in the firm’s industry relationships, which supports the use of insurance-wrapped products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 41%, Other 8%, Cash & Cash Equivalents 3%, State & Local Bonds 1%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds41%
  • Other8%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%

Contacts

2 of 2
  • PETE LANG

    PresidentCRD 5873950

  • JACOB LANG

    Financial AdvisorCRD 6483075

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BLUFFTON, SC

BEAUFORT

Location

BLUFFTON, SC

Headquartered in BLUFFTON, SC, in the South of the United States.

Region
South
County
BEAUFORT
Address
5 Marianna Way
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth