Lanark Financial, Inc.

Overview

Lanark Financial, Inc. is organized as a corporation operating as an independent broker-dealer and registered representative network that also acts as an insurance broker. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that blends brokerage services with advisory offerings. Fee arrangements include percentage-of-AUM engagements alongside hourly and fixed-fee work. Advisory services span financial planning, portfolio management for individuals, small businesses and institutions, selection of outside advisers, and educational seminars. The firm does not present itself as an ESG-driven investor. Lanark combines brokerage distribution and insurance capabilities with advisory functions rather than operating purely as a discretionary RIA platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices