SEC-Registered Investment Adviser
Lanier Asset Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 26, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 4, 2016
- Principal office
- 2321 Lime Kiln Lane, Suite D, Louisville, KY 40222
- Organized as
- Limited Liability Company, KY
- Fiscal year end
- December
Scale
- Regulatory AUM
- $141.7M
- Discretionary / non-discretionary
- $140.1M / $1.6M
- Accounts
- 225
- Clients
- 0
- Employees
- 2, 1 in advisory roles
- Private funds advised
- 3
- Private fund gross assets
- $16.1M
- Fund types
- 3 real estate funds
- Funds with Form D records
- 3 issuers in AltStreet's ledger, $21.8M reported sold across them
- Client assets in custody
- $16.1M (3 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management and fixed fees
- Client types
- individuals (other than high net worth) (45); high net worth individuals (51); banking or thrift institutions (0); investment companies (0); business development companies (0); pooled investment vehicles (3); pension and profit sharing plans (4); charitable organizations (0); state or municipal government entities (0); other investment advisers (0); insurance companies (0); sovereign wealth funds and foreign official institutions (0); corporations or other businesses (0); other (0)
- Related persons include
- a sponsor, general partner or managing member of pooled investment vehicles
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (May 26, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.