Lang Asset Management, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 113027
· SEC file 801-61531
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· www.facebook.com
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ADV data as of Jan 27, 2026
- Regulatory AUM
- $17.0M
- Discretionary
- $17.0M
- Clients
- 63
- Avg AUM / client
- $270K
- Accounts
- 63
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 63 | $17.0M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julie Lang Kirkpatrick | Registered representative | CFA | May 2003 (23y) | |
| Robert Blair Lang | Registered representative | CFA | May 2003 (23y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- RBC $12.0M (71% of AUM) Jan 2026
- Morgan Stanley $3.5M (21% of AUM) Jan 2026
- Charles Schwab & Co. $1.3M (8% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 27, 2026.
View current Form ADV (SEC/IAPD) ↗