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Member · Lanier Asset Management, LLC

Elizabeth B. Hoffman

CRD 8168090 · Named on Form ADV at one SEC-registered adviser

At a glance

Lanier Asset Management, LLC, an SEC-registered wealth manager based in Louisville, KY with $142 million in regulatory assets, lists Elizabeth B. Hoffman on its Form ADV as Member.

Firms and roles

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Elizabeth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mark R. HoffmanManaging Member and Chief Executive Officer, Lanier Asset Management, LLC
  • Deidre M. DurbinChief Compliance Officer, Lanier Asset Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.