Lenk Ladner Investment Solutions provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Lenk Ladner Investment Solutions reports 276 clients. They include 159 individual clients, 111 high-net-worth individuals and 3 charitable organizations. Of its assets, 87.2% ($294M across 455 accounts) are managed with discretion; $43.2M across 23 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 12% |
| High-net-worth individuals | 40% | 87% |
| Charitable organizations | 1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 159 | $42M | 12.5% | $264K |
| High-net-worth individuals | 111 | $294M | 87.0% | $2.64M |
| Charitable organizations | Fewer than 5 | $1.23M | 0.4% | $409K |
| Corporations and other businesses | Fewer than 5 | $519K | 0.2% | $173K |
| Total | 276 | $337M | 100% | — |
- Clients
- 159
- Regulatory AUM
- $42M
- AUM share
- 12.5%
- Avg. per client
- $264K
- Clients
- 111
- Regulatory AUM
- $294M
- AUM share
- 87.0%
- Avg. per client
- $2.64M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.23M
- AUM share
- 0.4%
- Avg. per client
- $409K
- Clients
- Fewer than 5
- Regulatory AUM
- $519K
- AUM share
- 0.2%
- Avg. per client
- $173K
Total
- Clients
- 276
- Regulatory AUM
- $337M
- 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
Lenk Ladner Investment Solutions charges 0.40%–1.00% for its Investment Management Fees. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$500K | 1.00% |
| $500K–$1M | 0.75% |
| $1M–$2M | 0.60% |
| $2M–$4M | 0.50% |
| $4M and above | 0.40% |
Fee details and sources
Other fees
- Management consultation
- Management consultation fees start at $500 for the initial meeting, then $250 an hour after the initial meeting.
Geoffrey Lenk owns 50% to 75% of Lenk Ladner Investment Solutions. The leadership team of Lenk Ladner Investment Solutions includes Chief Compliance Officer Geoffrey Lenk. It has 3 employees.
Leadership
- Geoffrey LenkPartner,chief Compliance Officer
- John LadnerPartner
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Carie Ann Carney
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Lenk Ladner Investment Solutions LLC
Geoffrey Lenk
Control person · since June 1993
- Owns 25% to 50% of Lenk Ladner Investment Solutions LLC
John Ladner
Control person · since April 1995
Lenk Ladner Investment Solutions’ regulatory assets grew 1.9× from $174M (February 2021) to $337M (March 2026); clients rose from 204 to 276 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $337M | 276 | 3 | 1 |
| March 2025 | $311M | 254 | 3 | 1 |
| March 2024 | $293M | 240 | 3 | 1 |
| March 2023 | $265M | 236 | 3 | 1 |
| March 2022 | $234M | 237 | 3 | 1 |
| February 2021 | $174M | 204 | 3 | 1 |
Besides its headquarters, Lenk Ladner Investment Solutions has 0 offices, with 1 listed address in Massachusetts.
Massachusetts · 1 listed address
- 896 Main Street, OstervilleHQ
Contact and registration details
- Legal name
- Lenk Ladner Investment Solutions LLC
- Headquarters
- 896 Main Street, Osterville, MA 02655
- Website
- lenkladner.com
- Phone
- 508-428-1645
- SEC file
- 801-43403
- Founded
- 1993
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Lenk Ladner Investment Solutions uses Charles Schwab ($225M) as custodian for its separately managed accounts. Lenk Ladner Investment Solutions does not have custody of client assets.
- Charles SchwabCharles Schwab & Company, Inc. · San Francisco, CA · $225M100%
At year end, Lenk Ladner Investment Solutions’ separately managed accounts were largely in stocks (46%) and bonds (21%).
What the accounts hold
- Stocks46%
- Funds17%
- Bonds21%
- U.S. government and agency bonds16%
- State and local bonds5%
- Cash16%
How many clients does Lenk Ladner Investment Solutions have?
Lenk Ladner Investment Solutions has 276 clients and manages $337 million for them, as of March 2026. They include 159 individual clients, 111 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Lenk Ladner Investment Solutions offer?
Lenk Ladner Investment Solutions provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Lenk Ladner Investment Solutions charge?
Lenk Ladner Investment Solutions charges 0.40%–1.00% for its Investment Management Fees. The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Lenk Ladner Investment Solutions use?
Lenk Ladner Investment Solutions’ separately managed account assets are held at Charles Schwab & Company, Inc. (San Francisco, CA), with $225M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Lenk Ladner Investment Solutions have?
Lenk Ladner Investment Solutions has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Lenk Ladner Investment Solutions invest in?
At the end of its last fiscal year, Lenk Ladner Investment Solutions’ separately managed accounts held 46% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs), 16% U.S. government and agency bonds, 16% cash and equivalents and 5% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Lenk Ladner Investment Solutions?
Lenk Ladner Investment Solutions’ direct owners are Geoffrey Lenk (50% to 75%) and John Ladner (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Lenk Ladner Investment Solutions get paid?
Lenk Ladner Investment Solutions 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 Lenk Ladner Investment Solutions?
Lenk Ladner Investment Solutions’ main office is at 896 Main Street, Osterville, MA 02655. Its phone number is 508-428-1645. Its website is lenkladner.com.