Lanier Asset Management, LLC

Lanier Asset Management, LLC provides financial planning, consulting, and discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. In addition to standard advisory services and portfolio management for individual clients, the firm serves as sponsor and managing member for several private pooled real estate investment vehicles.

The firm describes an open-architecture investment approach that combines traditional securities and alternative asset classes to prioritize wealth preservation while seeking participation in market upside and reduced volatility. Lanier allocates client assets among mutual funds, ETFs, individual securities, options, independent third‑party managers and, for accredited investors, private placements and pooled vehicles, and it monitors designated managers as part of its service.

Lanier is notable for sponsoring and managing three private Delaware LLC funds structured as real estate syndications that invest solely in property holding companies owning assisted‑living properties, including at least one 131‑unit Class A property and a fund that holds four assisted‑living properties. The firm’s role as a private fund adviser and managing member—offering interests to up to 100 accredited investors per fund, not providing tailored advice to fund members, and exercising administrative control that creates indirect custody of fund assets—is a distinguishing feature relative to peers of similar size.