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LANIER ASSET MANAGEMENT, LLC

LOUISVILLE, KY · CRD 150888 · IAPD ↗ · 502-909-1100

$141.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
3Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — LANIER ASSET MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — LANIER ASSET MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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