# Lane Brothers Investment Counsel

> Lane Brothers Investment Counsel is an SEC-registered investment advisory firm in Prescott, AZ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 105968
- Filed as: LANE BROTHERS INVESTMENT COUNSEL
- Legal name: Lane Brothers & Co Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Prescott, AZ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105968
- AdvisorCensus page: https://advisorcensus.com/firm/lane-brothers-investment-counsel-prescott-az-105968

## Quick answers

**How is Lane Brothers Investment Counsel compensated?**
On its Form ADV (Item 5.E, October 2026), Lane Brothers Investment Counsel reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lane Brothers Investment Counsel located?**
Lane Brothers Investment Counsel's principal office is in Prescott, AZ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Lane Brothers Investment Counsel registered with the SEC or a state?**
Lane Brothers Investment Counsel is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 105968.

**How much does Lane Brothers Investment Counsel manage?**
Lane Brothers Investment Counsel reports $240,099,860 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Lane Brothers Investment Counsel's assets and staff changed since 2024?**
In the Form ADV data for Lane Brothers Investment Counsel: Regulatory assets under management: $162,257,976 in the October 2024 data and $240,099,860 in the October 2026 data, up 48%. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lane Brothers Investment Counsel serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (290); high net worth individuals (43); charitable organizations (4).

**Which custodians does Lane Brothers Investment Counsel use?**
Lane Brothers Investment Counsel's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Lane Brothers Investment Counsel report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105968

**What changed in Lane Brothers Investment Counsel's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $192,562,450 to $240,099,860 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $240,099,860
- Discretionary: $240,099,860
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 290 | $101,343,981 |
| High net worth individuals | 43 | $120,410,262 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $385,567 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,105,296 |
| Charitable organizations | 4 | $7,043,878 |
| Corporations or other businesses not listed above | 3 | $9,810,876 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, MN, NC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- [lanebrothers.com](https://lanebrothers.com)
- Facebook @AdvisorJoeAllen
- Facebook @lanebrothersinvestmentcounsel
- Facebook facebook.com
- Instagram @advisorjoeallen
- Instagram @bridginglanes_finance
- LinkedIn @lane-brothers-company-inc
- LinkedIn @advisorjoe-allen
- LinkedIn @kevinlanebrothers
- LinkedIn @megan-lane-499a0a123

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $162,257,976 | 4 | August 15, 2024 |
| October 2025 | $192,562,450 | 6 | May 21, 2025 |
| October 2026 | $240,099,860 | 6 | March 27, 2026 |

Regulatory assets under management: $162,257,976 in the October 2024 data and $240,099,860 in the October 2026 data, up 48%.
Total employees: 4 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $192,562,450 to $240,099,860 (+25%).

### January 2026
- No longer registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lane Brothers Investment Counsel (CRD 105968): Form ADV filing data as of October 2026.