Lanier Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Lanier Financial Group reports 240 clients. They include 166 individual clients and 74 high-net-worth individuals. Of its assets, 93.9% ($222M across 727 accounts) are managed with discretion; $14.4M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 23% |
| High-net-worth individuals | 31% | 70% |
| Pension and profit-sharing plans | Fewer than 5 | 6% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 166 | $54.9M | 23.3% | $331K |
| High-net-worth individuals | 74 | $166M | 70.1% | $2.24M |
| Pension and profit-sharing plans | Fewer than 5 | $14.4M | 6.1% | — |
| Charitable organizations | Fewer than 5 | $341K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $878K | 0.4% | — |
| Total | 240 | $236M | 100% | — |
- Clients
- 166
- Regulatory AUM
- $54.9M
- AUM share
- 23.3%
- Avg. per client
- $331K
- Clients
- 74
- Regulatory AUM
- $166M
- AUM share
- 70.1%
- Avg. per client
- $2.24M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.4M
- AUM share
- 6.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $341K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $878K
- AUM share
- 0.4%
- Avg. per client
- —
Total
- Clients
- 240
- Regulatory AUM
- $236M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Lanier Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Expert Witness Work
- Expert witness work is billed at $300 per hour.
- Financial Planning
- Financial planning is billed at hourly rates of $150 to $300 or as a flat fee, with a minimum initial planning fee of $450.
- Ongoing Financial Plan Services
- Ongoing plan services are billed at a minimum of $50 per month and a maximum of 0.50% of base household income, or included in the asset management fee.
NH LFG Holdings LLC owns 75% or more of Lanier Financial Group and is in turn owned by Nathan Hriczo (75% or more). The leadership team of Lanier Financial Group includes Chief Compliance Officer Nathan Hriczo. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 4 insurance agents
- Owns 75% or more of Lanier Financial Group LLC
NH LFG Holdings LLC
Control person · since October 2025
- Owns 75% or more of NH LFG Holdings LLC
Nathan Hriczo
Control person · since October 2025
- Owns 75% or more of Lanier Financial Group LLC
Lewis Scruggs
Control person · since October 2025
Lanier Financial Group’s regulatory assets grew 1.8× from $128M (March 2024) to $236M (March 2026); clients rose from 134 to 240 and employees fell from 7 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $236M | 240 | 6 | 3 |
| Mar 2025March 2025 | $208M | 238 | 8 | 3 |
| Mar 2024March 2024 | $128M | 134 | 7 | 3 |
Besides its headquarters, Lanier Financial Group has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Georgia · 1 listed address
- 490 N. Milledge Avenue, AthensHQ
Ohio · 1 listed address
- 281 Ludlow CT, Lebanon
Contact and registration details
- Legal name
- Lanier Financial Group LLC
- Headquarters
- 490 N. Milledge Avenue, Athens, GA 30601
- Website
- lanierfinancialgroup.com
- Phone
- 404-882-2628
- @lanier-financial-group
- SEC file
- 801-129903
- Founded
- 2010
- Structure
- Georgia LLC
- Fiscal year end
- December
Lanier Financial Group’s named custodians for separately managed accounts are Charles Schwab ($198M, 89%) and Interactive Brokers ($24.2M, 11%). Lanier Financial Group has custody of $36.6M for 92 clients.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $24.2M11%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $198M89%
At year end, Lanier Financial Group’s separately managed accounts were mostly in stocks (64%) and funds (31%).
What the accounts hold
- Stocks64%
- Funds31%
- Cash5%
How many clients does Lanier Financial Group have?
Lanier Financial Group has 240 clients and manages $236 million for them, as of March 2026. They include 166 individual clients and 74 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Lanier Financial Group offer?
Lanier Financial Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, business succession planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Lanier Financial Group use?
Lanier Financial Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $198M and Interactive Brokers LLC (Greenwich, CT), with $24.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Lanier Financial Group have?
Lanier Financial Group has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Lanier Financial Group invest in?
At the end of its last fiscal year, Lanier Financial Group’s separately managed accounts held 64% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lanier Financial Group?
Lanier Financial Group is owned through a holding company by Nathan Hriczo. Its direct owners are NH LFG Holdings LLC (75% or more) and Lewis Scruggs (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Lanier Financial Group get paid?
Lanier Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Lanier Financial Group?
Lanier Financial Group’s main office is at 490 N. Milledge Avenue, Athens, GA 30601. Its phone number is 404-882-2628. Its website is lanierfinancialgroup.com.
