Lanier Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 6, 2026, reports $147M in regulatory assets under management, 2 employees, and 225 accounts.
Assets Under Management
$147M
Employees
2
Offices
--
Total Clients
103
Primary office
LOUISVILLE, KY
2321 LIME KILN LANE, SUITE D, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.5% of total clients.
Top client categories% of clientsClients
1
HNWI
49.5%
51
2
Individuals
43.7%
45
3
Pension Plans
3.9%
4
4
Pooled Investment Vehicles
2.9%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 6, 2026
Discretionary98.9%
$146M
99% of total RAUM98.9%
Non-discretionary1.1%
$2M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts225
10Y AUM Change+$33M (+28.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee52:1
10Y Employee Change-3 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.