Falists
← Back to search

LANIER FINANCIAL GROUP LLC

CRD 152945 · SEC 801-129903

Visit website

490 N. MILLEDGE AVENUE, ATHENS, GA, 30601, United States

Phone

404-882-2628

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$236.2M

Discretionary AUM

$221.8M

Team

6 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals166$54.9M
High net worth individuals74$165.7M

States served

GA, OH, NH, FL

All web addresses on file

Official SEC filing: View on IAPD