# Lane Generational LLC

> Lane Generational LLC is an SEC-registered investment advisory firm, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 309619
- Filed as: LANE GENERATIONAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309619
- AdvisorCensus page: https://advisorcensus.com/firm/lane-generational-llc-309619

## Quick answers

**How is Lane Generational LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lane Generational LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Lane Generational LLC charge?**
Its Form ADV Part 2A brochure dated May 5, 2026 states: Hourly rate: $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Lane Generational LLC registered with the SEC or a state?**
Lane Generational LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309619.

**How much does Lane Generational LLC manage?**
Lane Generational LLC reports $139,283,759 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**How have Lane Generational LLC's assets and staff changed since 2021?**
In the Form ADV data for Lane Generational LLC: Regulatory assets under management: $146,832,019 in the October 2021 data and $139,283,759 in the October 2026 data, down 5%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lane Generational LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (15); corporations or other businesses not listed above (3).

**Which custodians does Lane Generational LLC use?**
Lane Generational LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Lane Generational LLC 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/309619

**What changed in Lane Generational LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $118,330,440 to $139,283,759 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 5, 2026)

- Hourly rate: $500 an hour (financial planning services)

> Financial planning fees may be determined on an hourly or fixed fee basis. The standard hourly fee is $500.00.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $139,283,759
- Discretionary: $139,283,759
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,901,653 |
| High net worth individuals | 32 | $111,373,588 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $23,008,518 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MA, NH, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lanegenerational.com
- LinkedIn @lane-generational

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $146,832,019 | 4 | September 20, 2021 |
| October 2022 | $142,942,967 | 3 | June 15, 2022 |
| October 2023 | $95,698,740 | 2 | August 15, 2023 |
| October 2024 | $110,356,871 | 2 | February 21, 2024 |
| October 2025 | $118,330,440 | 2 | February 27, 2025 |
| October 2026 | $139,283,759 | 2 | May 5, 2026 |

Regulatory assets under management: $146,832,019 in the October 2021 data and $139,283,759 in the October 2026 data, down 5%.
Total employees: 4 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $118,330,440 to $139,283,759 (+18%).

### December 2025
- Registered or notice-filed in CO.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lane Generational LLC (CRD 309619): Form ADV filing data as of October 2026.