LANIER ASSET MANAGEMENT, LLC

CRD 150888 · SEC 801-107331

Visit website

2321 LIME KILN LANE, SUITE D, LOUISVILLE, KY, 40222, United States

Phone

502-909-1100

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$141.7M

Discretionary AUM

$140.1M

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-26

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	45	$9.0M
High net worth individuals	51	$115.6M
Pooled investment vehicles	3	$16.1M
Pension/profit sharing plans	4	$1.0M

States served

GA, KY, NC, TX

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/LANIERASSETMANAGEMENTLLC
HTTP://WWW.LANIERAM.COM

Official SEC filing: View on IAPD