Lang Advisors LLC

Lang Advisors LLC (CRD# 168868) is a financial advisory firm headquartered in Covington, KY. They manage $159,005,852 in 783 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    783
    ACCOUNTS
  • Average Account Value
    $203,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, KY, TX

Financial Advisors at Lang Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
James W. Owens
CRD#: 4780124
15 West Fifth St., Covington, KY 41011
106
Wealthminder
score

James Owens (CRD# 4780124) is an Investment Advisor Representative working at Integrity Capital, a DBA of Lang Advisors, in Covington, KY and has over 10 years of experience in the finance industry. James Owens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Russell E. Charvonia
CRD#: 710511
191 E. Main Street, #2b, Tustin, CA 92780
96
Wealthminder
score

Russell Charvonia (CRD# 710511) is an Investment Advisor Representative working at Lang Advisors LLC in Tustin, CA and has over 36 years of experience in the finance industry. Russell Charvonia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew J. Huberty
CRD#: 3178453
15 West Fifth St., Covington, KY 41011
96
Wealthminder
score

Matthew Huberty (CRD# 3178453) is an Investment Advisor Representative working at Lang Advisors LLC in Covington, KY and has over 17 years of experience in the finance industry.

4
Tyler S. Lang
CRD#: 5128339
15 West Fifth St., Covington, KY 41011
96
Wealthminder
score

Tyler Lang (CRD# 5128339) is an Investment Advisor Representative working at Lang Advisors LLC in Covington, KY and has over 11 years of experience in the finance industry.

5
Cathy J. Milligan
CRD#: 5404150
121 N. Fir St., Suite G, Ventura, CA 93001
93
Wealthminder
score

Cathy Milligan (CRD# 5404150) is an Investment Advisor Representative working at Lang Advisors LLC in Ventura, CA and has over 8 years of experience in the finance industry.

6
Michael J. Snowden
CRD#: 5665265
121 N. Fir St., Suite G, Ventura, CA 93001
93
Wealthminder
score

Michael Snowden (CRD# 5665265) is an Investment Advisor Representative working at Lang Advisors LLC in Ventura, CA and has over 7 years of experience in the finance industry.

7
Stephan G. Lang
CRD#: 6241222
15 West Fifth St., Covington, KY 41011
89
Wealthminder
score

Stephan Lang (CRD# 6241222) is an Investment Advisor Representative working at Lang Advisors LLC in Covington, KY and has over 3 years of experience in the finance industry.

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