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LANE BROTHERS INVESTMENT COUNSEL

PRESCOTT, AZ · CRD 105968 · IAPD ↗ · lanebrothers.com · 928-776-8870

$240.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
11-25Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — LANE BROTHERS INVESTMENT COUNSEL reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
September 2024 — LANE BROTHERS INVESTMENT COUNSEL (PRESCOTT, AZ) is newly SEC-registered with $162.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.