LANIER ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2016

Total AUM

$142M

Discretionary

$140M

99% of AUM

Avg account

$630K

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: LOUISVILLE, Kentucky
CRD number: 150888
Registered since: March 4, 2016
Website: www.lanieram.com
Custodians: PERSHING LLC, UMB FINANCIAL SERVICES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI81.61%
Pooled Investment Vehicles11.33%
Individuals6.32%
Pension & Profit Sharing Plans0.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Lanier Asset Management, LLC is an independent SEC-registered investment adviser organized as an LLC. The firm, registered since 2016, identifies as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, institutional portfolio management, and selection of outside managers. Lanier also acts as a sponsor/GP/managing member of pooled investment vehicles. Fee arrangements combine asset-based fees with fixed fees. The firm does not self-identify as an active ESG investor.