Lang Capital

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Client assets under management

$106,000,000

Clients

152

20% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$697,368

About

The firm provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients, preparing Investment Policy Statements and, where authorized, managing accounts on a discretionary basis. It oversees about $106 million in client assets across roughly 152 accounts and offers access to third‑party managers through program platforms.

Its investment process draws on multiple methods of analysis — including fundamental, technical, quantitative techniques and modern portfolio theory — and employs a range of strategies from long‑term holdings to short sales and options trading. The firm also selects and monitors external managers via a turn‑key asset management program (TAMP) and offers client accounts through a wrap‑fee structure administered by a sub‑advisor.

Noteworthy for a firm of its size, it acts as a sponsor of a wrap fee program and is affiliated with an insurance company that issues fixed indexed annuities and life insurance, with firm personnel licensed to offer commissionable insurance products (a disclosed potential conflict of interest). The firm also uses a broader set of investments than many peers — including private equity, hedge funds, and precious‑metals ETFs — and consolidates third‑party manager arrangements within its wrap program.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Annuities Active portfolio management

Fee options

Fixed

Financial planning fixed fees range from $500 to $5,000; 50% charged in advance, remainder upon plan delivery.

Percentage

$0 - $10,000,000: 1.00% $10,000,001+: Negotiable

Commissions

Commission earned from sale of investment products and insurance products; not primary source of compensation.

Main office location

Lang Capital

5 Marianna Way, Suite 102

Bluffton SC 29910, United States

Number of offices

Most active in

North Carolina · South Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 843-757-9400

Advisors at this firm

Jacob L

CFP®, Series 63, Series 65

Bluffton, SC

Lang Capital

Jacob Lang is a CFP® with nine years of industry experience, currently serving at Calibre Investment Management, LLC. His prior experience includes a nine-year tenure at The Vanguard Group, Inc. Outside of his advisory role, he is involved in general maintenance and cleaning tasks for a commercial real estate business in Fort Mill, SC. Calibre Investment Management, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a diverse range of investment instruments and a combination of analytical approaches. The firm utilizes third-party managers and offers discretionary account management alongside written Investment Policy Statements.

Options & derivatives strategies Private / alternative investments Annuities Active portfolio management

Pete L

Series 65

Bluffton, SC

Lang Capital

Pete Lang is a financial advisor with Lang Capital, holding a Series 65 designation and over 15 years of industry experience. He has been with Calibre Investment Management, LLC since 2015 and has led Lang Capital since 1996. Calibre Investment Management, LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a diversified investment approach that includes equities, fixed income, ETFs, hedge funds, private equity, and insurance-based products, utilizing multiple analytical methods and access to third-party managers.

Options & derivatives strategies Private / alternative investments Annuities Active portfolio management

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