LANIER FINANCIAL GROUP LLC

RIASEC RegisteredEst. 2024

Total AUM

$236M

Discretionary

$222M

94% of AUM

Avg account

$324K

Accounts

729

Employees

Advisory reps

Firm details

Headquarters: ATHENS, Georgia
CRD number: 152945
Registered since: April 18, 2024
Website: lanierfinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.14%
Individuals23.25%
Pension & Profit Sharing Plans6.09%
Corporations / Businesses0.37%
Charitable Organizations0.14%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Lanier Financial Group LLC is an independent, SEC-registered investment adviser organized as an LLC. The firm reports a client focus on individuals and families and offers a mix of advisory and brokerage services — including insurance brokerage, financial planning, portfolio management for individuals and small businesses, and pension consulting services. Their fee model is multi-tiered, incorporating a percentage-of-AUM component alongside hourly and fixed-fee arrangements. The firm does not identify as a capital allocator and does not position itself as an ESG-focused or multi-state adviser in its reporting.