LANE BROTHERS INVESTMENT COUNSEL
SEC RegisteredProtecting Capital, Building Wealth
About the firm
Lane Brothers Investment Counsel is an SEC Registered Investment Advisor offering fiduciary investment management and financial planning services. The firm has 36 years of serving clients and focuses on wealth management for modern professionals, acting solely in clients' interests without commissions or conflicts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fiduciary investment management, financial planning, retirement planning, estate planning, and tax strategy.
Who they serve
Modern professionals seeking wealth management, retirement planning, and multigenerational financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 290 | $101M |
| High Net Worth Individuals | 43 | $120M |
| Pension/Profit Sharing Plans | 1 | $386k |
| Charitable Organizations | 1 | $1.1M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $999,999 | 1.15% |
| $1,000,000 - $1,999,999 | 1.00% |
| $2,000,000 - $2,999,999 | 0.85% |
| $3,000,000+ | 0.75% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LANE BROTHERS INVESTMENT COUNSEL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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