Lanier Financial Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Athens, GA. Its latest Form ADV filing, dated March 16, 2026, reports $236M in regulatory assets under management, 6 employees, 2 offices, and 729 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
166
2
HNWI
30.8%
74
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$236Mas of March 16, 2026
Discretionary93.9%
$222M
94% of total RAUM93.9%
Non-discretionary6.1%
$14M
6% of total RAUM6.1%
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$236M
Total Accounts729
10Y AUM Change+$108M (+84.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee40:1
10Y Employee Change-1 (-14.3%)
* 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.