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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- PeakVector oak
- Established Date
- 10-19-2011
- Office Locations
- 2
Office Locations
About Lanier Financial Group LLC
Lanier Financial Group is a fiduciary RIA providing investment (portfolio) management and comprehensive financial planning for individuals, families, retirees, and business owners. Portfolios are customized and may use ETFs alongside individual securities, options, currencies, and alternatives such as real estate and private equity; the firm states it does not use mutual funds. Offers divorce planning led by a CDFA® and business planning/valuation, with no minimums to engage.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NATHAN JOHN HRICZO
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5758307
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JASON EDWARD JACOBS
Investment Advisor Representative
- CRD
- #8015269
David Miller
Partner
- CRD
- #7511089
Crest catalyst
Quantum pioneer
- CRD
- #76301
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $221,812,282 | $305,106 |
| Non-Discretionary | $14,389,000 | $7,194,500 |
| Total | $236,201,282 | $324,007 |
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Separately Managed Accounts
Total SMA Asset: $236,201,282
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,431,390,078 | 41.0% |
| Public Funds | $1,132,671,963 | 19.1% |
| Cash | $2,366,157,662 | 39.9% |
| Total | $5,930,219,703 | 100.0% |