# Lanier Financial Group LLC

> Lanier Financial Group LLC is an SEC-registered investment advisory firm in Athens, GA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 152945
- Filed as: LANIER FINANCIAL GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Athens, GA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/152945
- AdvisorCensus page: https://advisorcensus.com/firm/lanier-financial-group-llc-athens-ga-152945

## Quick answers

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

**How much does Lanier Financial Group LLC charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Hourly rate: $150 to $300 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Lanier Financial Group LLC located?**
Lanier Financial Group LLC's principal office is in Athens, GA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Lanier Financial Group LLC registered with the SEC or a state?**
Lanier Financial Group LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 152945.

**How much does Lanier Financial Group LLC manage?**
Lanier Financial Group LLC reports $236,201,282 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (94% discretionary).

**How have Lanier Financial Group LLC's assets and staff changed since 2024?**
In the Form ADV data for Lanier Financial Group LLC: Regulatory assets under management: $127,800,000 in the October 2024 data and $236,201,282 in the October 2026 data, up 85%. Total employees: 7 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 Lanier Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (166); high net worth individuals (74).

**Which custodians does Lanier Financial Group LLC use?**
Lanier Financial Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Lanier Financial Group 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/152945

**What changed in Lanier Financial Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 6. Regulatory assets under management went from $208,370,810 to $236,201,282 (+13%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Hourly rate: $150 to $300 an hour

> The Firm has hourly rates ranging from $150-$300 per hour. Hourly fees are set prior to both parties entering a written contract.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers 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: $236,201,282
- Discretionary: $221,812,282
- Non-discretionary: $14,389,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 166 | $54,926,610 |
| High net worth individuals | 74 | $165,666,478 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $14,389,000 |
| Charitable organizations | Fewer than 5 | $341,298 |
| Corporations or other businesses not listed above | Fewer than 5 | $877,896 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NH, OH
- 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
- Lebanon, OH

### Websites listed on Form ADV (Item 1.I)
- [lanierfinancialgroup.com](https://lanierfinancialgroup.com)
- Facebook @LanierFinancialGroup
- Instagram @lanierfinancialgroup
- LinkedIn @lanier-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $127,800,000 | 7 | March 15, 2024 |
| October 2025 | $208,370,810 | 8 | March 14, 2025 |
| October 2026 | $236,201,282 | 6 | March 16, 2026 |

Regulatory assets under management: $127,800,000 in the October 2024 data and $236,201,282 in the October 2026 data, up 85%.
Total employees: 7 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 6.
- Regulatory assets under management went from $208,370,810 to $236,201,282 (+13%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lanier Financial Group LLC (CRD 152945): Form ADV filing data as of October 2026.