Lanier Asset Management, LLC

Lanier Asset Management, LLC (CRD# 150888) is a financial advisory firm headquartered in Louisville, KY. They manage $104,046,745 in 367 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $283,506
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

GA, KY, TX

Financial Advisors at Lanier Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Junius V. Beaver
CRD#: 2166997
10200 Forest Green Boulevard, Suite 300, Louisville, KY 40223
93
Wealthminder
score

Junius Beaver (CRD# 2166997) is an Investment Advisor Representative working at Lanier Asset Management, LLC in Louisville, KY and has over 24 years of experience in the finance industry.

2
Carl W. Hafele
CRD#: 4346459
10200 Forest Green Boulevard, Suite 300, Louisville, KY 40223
90
Wealthminder
score

Carl Hafele (CRD# 4346459) is an Investment Advisor Representative working at Lanier Asset Management, LLC in Louisville, KY and has 1 year of experience in the finance industry.

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