LANG CAPITAL
Firm details
- Headquarters
- BLUFFTON, South Carolina
- CRD number
- 281305
- Website
- langcapital.net
- 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
FINTRXOverview
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
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 Equities47%
- Public Funds/Mutual Funds41%
- Other8%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
2 of 2PETE LANG
PresidentCRD 5873950
JACOB LANG
Financial AdvisorCRD 6483075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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