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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 08-25-2009
- Office Locations
- 1
Office Locations
About Lanier Asset Management, LLC
Lanier Asset Management, LLC is an independent, fiduciary RIA providing customized portfolio management and comprehensive financial planning for a focused core client base. The firm emphasizes risk/return balancing through asset allocation, combining active and passive strategies in traditional asset classes with alternatives and private investments, and aligns incentives via an asset-based fee.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK ROBERT HOFFMAN
Chief Executive Officer, Managing Member
- CRD
- #5689326
- Ownership
- 75% or more
DEIDRE MARIE DURBIN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Harbor prime
Insight capital
- CRD
- #89003
- Ownership
- 15.0%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,067,530 | $639,578 |
| Non-Discretionary | $1,618,664 | $269,777 |
| Total | $141,686,194 | $629,716 |
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Separately Managed Accounts
Total SMA Asset: $125,633,194
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $493,351,923 | 17.7% |
| Private Funds | $423,669,448 | 15.2% |
| Cash | $537,948,707 | 19.3% |
| Equity - OTC | $535,161,408 | 19.2% |
| U.S. Government/Agency | $797,167,516 | 28.6% |
| Total | $2,787,299,002 | 100.0% |