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LANIER FINANCIAL GROUP LLC

ATHENS, GA · CRD 152945 · IAPD ↗ · lanierfinancialgroup.com · 404-882-2628

$236.2MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — LANIER FINANCIAL GROUP LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
44
April 2025 — LANIER FINANCIAL GROUP LLC notice-filed in FL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — LANIER FINANCIAL GROUP LLC reported RAUM up 63% ($127.8M -> $208.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — LANIER FINANCIAL GROUP LLC grew from 5 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
May 2024 — LANIER FINANCIAL GROUP LLC (ATHENS, GA) is newly SEC-registered with $127.8M RAUM and 5 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.