# Lane Asset Management

> Lane Asset Management is a state-registered investment advisory firm in Stockbridge, MA, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 149112
- Filed as: LANE ASSET MANAGEMENT
- Legal name: Lane, Edward C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Stockbridge, MA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149112
- AdvisorCensus page: https://advisorcensus.com/firm/lane-asset-management-stockbridge-ma-149112

## Quick answers

**How is Lane Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Lane Asset Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lane Asset Management located?**
Lane Asset Management's principal office is in Stockbridge, MA, according to its Form ADV.

**Is Lane Asset Management registered with the SEC or a state?**
Lane Asset Management is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149112.

**How much does Lane Asset Management manage?**
Lane Asset Management reports $9,000,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Lane Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (5).

**Does Lane Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149112

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,000,000
- Discretionary: $9,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,000,000 |
| High net worth individuals | 8 | $6,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- laneassetmanagement.com
- Facebook @ed.lane.3576
- LinkedIn @edward-lane-asa-cfp-r-07b31811
- X @eclane9668

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lane Asset Management (CRD 149112): Form ADV filing data as of October 2026.