$240.1M Total AUM
$240.1M Disc. AUM
-- 3Y CAGR
6 Employees
342 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalVector summit
- Established Date
- 08-17-1994
- Office Locations
- 2
Office Locations
1560 Plaza West Drive Prescott AZ
7373 E. Doubletree Ranch RD #200 Scottsdale AZ
About Lane Brothers Investment Counsel
Lane Brothers Investment Counsel is a Prescott-based RIA with 2 offices. The firm has been operating for 31 years. Managing $240.1M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
50 AVG AGE
$48.0M AVG AUM / ADVISOR
$702.0K AVG AUM / CLIENT
8 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Crest signal Matrix Momentum Unison north Ridge radial Crest
Client Personas
Crest capital
Custodian
Beacon Signal unison Quantum glacier Zenith ridge
Investment Themes
Insight pioneer Oak
Investment Vehicles
Atlas momentum Optima
Services
Fusion glacier North Meridian optima Horizon vital Frontier capital Capital beacon Summit Pioneer
Technology
Peak Zenith
Owner & Executives
KEVIN PATRICK LANE
Chief Executive Officer, President
- CRD
- #1011052
- Ownership
- 75% or more
(845) 828-8956
frontier.zenith@oakcapital.com
in linkedin.com/in/value-wave
Joseph Michael Allen
--
- CRD
- #7052252
- Ownership
- 5% but less than 10%
(920) 722-3712
bridge.meridian@focuscapital.com
in linkedin.com/in/frontier-eagle
C
Crest alpha
Fusion radial
- CRD
- #43812
- Ownership
- 9.8%
(515) 382-2941
pioneer.pathway@zenithcapital.com
in linkedin.com/in/value-ridge
Showing 2 of 3 owners & executives
Unlock allContacts
C
CARADOC CRANDALL
Wealth Advisor
- CRD
- #7510623
(720) 529-6822
catalyst.unison@vertexcapital.com
in linkedin.com/in/atlas-horizon
C
Cassander Stephen Crandall
--
- CRD
- #6831228
(254) 869-8801
radial.crest@legacycapital.com
in linkedin.com/in/pioneer-alpha
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,099,860 | $245,250 |
| Non-Discretionary | $0 | -- |
| Total | $240,099,860 | $245,250 |
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Separately Managed Accounts
Total SMA Asset: $239,714,293
Equity - Exchange:
5.5% Public Funds:
17.5% Municipal Bonds:
9.6% Cash:
6.2% Equity - OTC:
9.9% Other:
31.1% Private Funds:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $468,025,628 | 5.5% |
| Public Funds | $1,489,172,452 | 17.5% |
| Municipal Bonds | $816,917,459 | 9.6% |
| Cash | $527,592,526 | 6.2% |
| Equity - OTC | $842,446,130 | 9.9% |
| Other | $2,646,472,185 | 31.1% |
| Private Funds | $1,718,930,486 | 20.2% |
| Total | $8,509,556,866 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION PRIME | EMBER MERIDIAN | XUFU1Q081 | ABO | 1.61% | $48,976,013 |
| CREST EAGLE FRONTIER | PATHWAY PIONEER | F8JN4E9F7 | PLTNH | 6.03% | $95,224,059 |
| VECTOR OAK | CAPITAL TIMBER | CC28215ZY | FSBOD | 11.92% | $43,267,415 |
| QUANTUM UNISON GLACIER | VALUE RADIAL | 0FRTQETL9 | NVKK | 10.45% | $64,145,706 |
| SIGNAL EAGLE | FRONTIER SUMMIT | ESIRUXA6J | FUTQO | 2.88% | $75,387,648 |
| PEAK TIMBER | FOCUS VALUE | GNN5J7H9J | VBF | 2.08% | $101,128,566 |
| CATALYST BEACON DELTA | NORTH FUSION | F4DRJ3KBQ | HLCR | 10.08% | $77,443,712 |
| VALUE MATRIX | MOMENTUM SUMMIT | CC2MWSKFS | ZSG | 9.89% | $46,457,517 |