$191.0M Total AUM
$191.0M Disc. AUM
7.8% 3Y CAGR
1 Employees
53 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fifth Third Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-1990
- Office Locations
- 1
Office Locations
-- OAK Hill VA
About Lander & Associates INC
Lander & Associates Inc is an Oak Hill, VA RIA serving retail clients, including entrepreneurs, with integrated financial planning (tax, estate and insurance) alongside discretionary portfolio management. Portfolios emphasize ETF-based asset allocation and risk management, with Schwab as a primary custodian.
Team overview
57 AVG AGE
$191.0M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
26.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Peak bridge Oak
Client Personas
Frontier timber
Investment Themes
Insight pathway Crest
Investment Vehicles
Beacon
Services
Momentum Matrix focus Element Prime harbor Insight Bridge vital Pathway
Owner & Executives
H
HILARY STONE CARROLL
Chief Compliance Officer, President
- CRD
- #1796971
- Ownership
- 75% or more
(344) 829-9740
signal.element@elementcapital.com
in linkedin.com/in/zenith-harbor
C
CHRISTOPHER WAYNE CARROLL
Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(713) 516-1777
element.vital@beaconcapital.com
in linkedin.com/in/pioneer-capital
F
Fusion vital
Wave north crest
- CRD
- #22060
- Ownership
- 13.9%
(816) 769-2589
oak.timber@peakcapital.com
in linkedin.com/in/zenith-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,977,368 | $1,565,388 |
| Non-Discretionary | $0 | -- |
| Total | $190,977,368 | $1,565,388 |
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Separately Managed Accounts
Total SMA Asset: $190,977,368
Equity - Exchange:
32.8% Public Funds:
40.5% Cash:
26.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,164,409,414 | 32.8% |
| Public Funds | $2,672,517,722 | 40.5% |
| Cash | $1,761,882,054 | 26.7% |
| Total | $6,598,809,190 | 100.0% |