RIA Intel›Advisers›Alabama›LANARK FINANCIAL, INC.

LANARK FINANCIAL, INC.

Advisory

N·BIRMINGHAM, AL

Data as of Jul 17, 2026 · Source: SEC Form ADV

Total AUM
$1.8B
1-Year AUM Growth
+22.5%
3-Year CAGR
+3.4%
Employees
63
Assets Under Management
Total AUM$1.8B
Discretionary AUM$795M
Non-Discretionary AUM$990M
Discretionary %44.5%
Total Clients4,545
Team
Total Employees63
Investment Advisers68
Employee Growth (1Y)-48.0%
Filing History
Total Filings on Record33
First FilingMay 16, 2001
Latest FilingJul 17, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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