Lanier Asset Management, Llc
- Regulatory AUM
- $142M
- Discretionary
- $140M
- Clients
- 103
- Avg AUM / client
- $1.4M
- Accounts
- 225
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $9.0M | 6.32% |
| High net worth individuals | 51 | $116M | 81.6% |
| Pooled investment vehicles (non-investment companies) | 3 | $16.1M | 11.3% |
| Pension and profit sharing plans | 4 | $1.0M | 0.74% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $21.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lanier Avalon Fund, Llc | Real Estate Fund | Delaware | $8.1M | 48 |
| Lanier Four Charters Fund, Llc | Real Estate Fund | Delaware | $7.1M | 39 |
| Lanier Bridgepointe Gardens Fund, Llc | Real Estate Fund | Delaware | $6.6M | 29 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Robert Hoffman | Managing Member | Jul 2009 (17y) | 50% – 75% | |
| Beaver, Junius, Verne | Managing Member | Aug 2009 (17y) | 25% – 50% | |
| Durbin, Deidre, Marie | Chief Compliance Officer | Jul 2011 (15y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $21.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lanier Avalon Fund, Llc | Real Estate Fund | $8.1M | $100K | 48 |
| Lanier Four Charters Fund, Llc | Real Estate Fund | $7.1M | $100K | 39 |
| Lanier Bridgepointe Gardens Fund, Llc | Real Estate Fund | $6.6M | $100K | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 1.44 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $64.9M (46% of AUM) May 2026
- Umb Financial Services, Inc. $40.5M (29% of AUM) May 2026
- The Vanguard Group, Inc. $24.4M (11% of AUM) Nov 2022
- Fidelity Brokerage Services $9.2M (6% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗