Lanier Asset Management, LLC Employee Directory

Investment ManagementKentucky, United States2-10 Employees

Lanier Asset Management is an independent Registered Investment Advisory firm founded in 2009 with a mission: To Build Confidence and Security in Your Financial Future.   Lanier is focused on providing the highest quality service to a focused group of clients, where our interests are aligned and we are obligated to put your interests ahead of ours.  

Lanier is a fiduciary.  A fiduciary is an organization that acts on behalf of another person, putting their clients' interests ahead of their own.  Being a fiduciary requires being bound legally and ethically to act in your best interests.  Most advisors are NOT fiduciaries.  

Lanier's interests are aligned with your interests.  

 - We believe in earning a fair, transparent fee for our services
 - Our fees are asset-based:  we only make more when you make more
 - We have no financial incentive for recommending any investment products
 - We take no commissions
 - We take no trails or back door fees
 - We focus on low cost, value-adding investment products

Lanier focuses on a core group of clients.

 - We work with roughly 75 families
 - Our clients are highly intelligent, but not expert in investments
 - Our clients are highly successful, but also very busy with little or no time to manage/monitor their portfolios
 - Our clients recognize the value of dedicated professionals managing their risk holistically

Find Lanier Asset Management, LLC employees' phone numbers or email addresses

Lanier Asset Management, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Lanier Asset Management, LLC's Leadership

  • Stylized image of a person
    M. H.
    Ceo, Principal
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  • Stylized image of a person
    J. B.
    Chief Investment Officer
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  • Stylized image of a person
    D. M. D.
    Chief Compliance Officer
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  • Stylized image of a person
    R. O.
    Chief Compliance Officer
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    J. E. T.
    Director, Private Client Group
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  • Stylized image of a person
    B. R.
    Director
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    A. R.
    Market Portfolio Manager
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  • Stylized image of a person
    E. S.
    Investment Associate
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Contact profiles from Lanier Asset Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. H.
    Ceo, Principal
    Phone icon
    United StatesGeorgia
    Oct 25, 2025
  • Stylized image of a person
    J. B.
    Chief Investment Officer
    Phone icon
    United StatesKentucky
    Sep 08, 2025
  • Stylized image of a person
    D. M. D.
    Chief Compliance Officer
    Phone icon
    United StatesKentucky
    Sep 09, 2025
  • Stylized image of a person
    R. O.
    Chief Compliance Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. E. T.
    Director, Private Client Group
    Phone icon
    United StatesMassachusetts
    Sep 10, 2025
  • Stylized image of a person
    B. R.
    Director
    Phone icon
    United StatesKentucky
    Jul 28, 2024
  • Stylized image of a person
    A. R.
    Market Portfolio Manager
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    E. S.
    Investment Associate
    Phone icon
    United StatesKentucky
    Oct 17, 2024

Frequently Asked Questions

What is Lanier Asset Management, LLC known for?

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Lanier Asset Management, LLC was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 10200 Forest Green Boulevard, Suite 300; you can contact the main corporate office by phone at . Explore Lanier Asset Management, LLC's company overview page for more information.

What is Lanier Asset Management, LLC's most common email format?

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Lanier Asset Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lanier Asset Management, LLC email formats with LeadIQ.

How many employees does Lanier Asset Management, LLC have currently?

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Lanier Asset Management, LLC has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Lanier Asset Management, LLC's key employees and leadership?

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As of December 2025, Lanier Asset Management, LLC's key employees include:

  • Ceo, Principal: M. H.
  • Chief Investment Officer: J. B.
  • Chief Compliance Officer: D. M. D.
  • Chief Compliance Officer: R. O.
  • Director, Private Client Group: J. E. T.

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