SourcingSourcing

LANIER FINANCIAL GROUP LLC

B55
CRD 152945·SEC 801-129903·ATHENS, GA
AUM
$236.2M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$709K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LANIER FINANCIAL GROUP LLC
CRD
152945
SEC file #
801-129903
EIN
—
DBA names
—

Economics

AUM
$236.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$208.4M → $236.2M▲ +13%
Client mix
Individuals Other166
Individuals High Net Worth74

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
8 advisors → 6 advisors▼ -25%
Primary office
ATHENS GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
lanierfinancialgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NH LFG HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
NH LFG HOLDINGS LLC
HRICZO, NATHAN, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LANIERFINANCIALGROUP.COM
Rdap Domain Creation Date
2009-08-27T18:58:37Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0736
Soi Zip Pct 200k Plus
0.0193
Soi Zip Returns 200k Plus
160
Soi Zip Total AGI
367,853
Fdic Zip Total Deposits
34,797,876,000
Fdic Zip Branch Count
344
Fdic Zip Top Banks
Synovus Bank
First American Bank and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Fdic Zip Branches Raw
First American Bank and Trust CompanyAthens, GA
First American Bank and Trust CompanyAthens, GA
Fdic Zip HHI
1095.34
Fdic Zip Top Bank Share Pct
20.42
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-27T18:58:37Z
Rdap Domain Last Changed
2025-08-20T18:55:54Z
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,365
Returns3,490
Stub 2
AGI97,605
Returns2,700
Stub 3
AGI63,106
Returns1,040
Soi Zip Total Business Income
11,404
Soi Zip Total Cap Gains
5,597
Soi Zip Total Dividends
3,271
Soi Zip Total Returns
8,290
Trust Company Affiliate
No

People (6)

6
HRICZO, NATHAN, JOHN
IAR · Executive Officer · 2.5%
5758307
JASON EDWARD JACOBS
IAR
8015269
David Miller
IAR
7511089
LEWIS LANIER SCRUGGS
IAR
2583606
LEAH RENEE RUARK
IAR
4386482
Melanie Ann Pozorski
IAR
6730287