Lanier Financial Group LLC

Overview

Lanier Financial Group LLC is an SEC registered investment adviser based in Athens, GA, registered since 2015. It reports $236M in assets under management across 729 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$236M

Discretionary

94%

Accounts

729

Average account

$324K

Employees

6

Advisory reps

6

Registered since

2015

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Nathan John Hriczo Managing Partner CRD 5758307

Advisory reps 3 of 6

• Nathan John Hriczo Insurance Agent · Investment Adviser Rep CRD 5758307
• Jason Edward Jacobs Investment Adviser Rep CRD 8015269
• David Miller Investment Adviser Rep CRD 7511089

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

490 N Milledge Ave
Athens, GA 30601

County

Clarke

Metro area

Athens-Clarke County, GA

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: lanierfinancialgroup.com

Every state, with registration dates

Similar firms near Athens

• Cannon Financial Strategists, Inc.Athens, GA$1.7B AUM
• Elwood & GoetzAthens, GA$1.1B AUM
• Carson Advisory GroupAthens, GA$865M AUM
• Family WMS, LLCAthens, GA$572M AUM
• Elevate Wealth Advisory, Inc.Athens, GA$386M AUM