Lanier Asset Management, LLC
Lanier Asset Management, LLC is an SEC-registered wealth manager in Louisville, KY with $141.7M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Lanier Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150888, SEC 801-107331, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $141.7M (2026-05-26)
- Firm type
- Wealth Manager
- Location
- Louisville, KY
- Employees
- 2
- Clients
- 103
- CRD
- 150888
- Ownership
- FANNING JR, STEVEN, ERLE; HOFFMAN, MARK, ROBERT; BEAVER, JUNIUS, VERNE; DURBIN, DEIDRE, MARIE; HAFELE, CARL, WILFRED
How much AUM does Lanier Asset Management, LLC have?
Lanier Asset Management, LLC reported $141.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Lanier Asset Management, LLC?
Disclosed owners and executives of Lanier Asset Management, LLC include FANNING JR, STEVEN, ERLE, HOFFMAN, MARK, ROBERT, BEAVER, JUNIUS, VERNE, DURBIN, DEIDRE, MARIE, HAFELE, CARL, WILFRED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.