LAYNE FINANCIAL GROUP

RIASEC Registered

Total AUM

$25K

Discretionary

$25K

100% of AUM

Avg account

$25K

Accounts

1

Employees

1

Advisory reps

1

Firm details

Headquarters: BARBOURSVILLE, West Virginia
CRD number: 336700
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Layne Financial Group operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily caters to individual and family clients, offering a range of services that include financial planning, portfolio management for both individuals and small businesses, and pension consulting. While the firm does not actively engage in ESG investing, it provides educational seminars and publishes periodicals or newsletters to enhance client knowledge and engagement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities54%
Non-Exchange Traded Equities45%
Cash & Cash Equivalents1%

Contacts

1 of 1

Ethan Layne
ManagerCRD 7681593

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

BARBOURSVILLE, WV

CABELL

Location

BARBOURSVILLE, WV

Headquartered in BARBOURSVILLE, WV, anchoring the Charleston-Huntington-Ashland, WV-OH-KY metro in the South.

Metro area: Charleston-Huntington-Ashland, WV-OH-KY
Region: South
County: CABELL
Address: 4 Nancy Ln
Time zone: ET (UTC-5)
Office locations

Similar firms

4 SEASONS ADVISORS

PRINCETON, WV

AUM $700KTEAM 2REPS 2

MCKEE WEALTH MANAGEMENT

HURRICANE, WV

AUM $763KTEAM 1REPS 1

THE SPANO GROUP WEALTH MANAGERS

president ceo, WV

AUM $1MTEAM 1REPS 1

JONDAKNOWS FINANCIAL GROUP, INC.

HUNTINGTON, WV

AUM $1.3MTEAM 1REPS 1

MISSION: ADVICE

SHEPHERDSTOWN, WV

AUM $2.8MTEAM 1REPS 1

BIANCO CAPITAL MANAGEMENT, LLC

DAVIN, WV

AUM $2.9MTEAM 1REPS 1

More RIAs in BARBOURSVILLE →All West Virginia RIAs →