Wealth manager, independent · Nashville, TN
Chamberlain Lane Capital, LLC
SEC-registered investment adviser · CRD 340063 · SEC 801-135232
At a glance
Chamberlain Lane Capital, LLC is an SEC-registered investment adviser based in Nashville, Tennessee, with $100 million in regulatory assets under management as of its Form ADV filed May 7, 2026. Its largest client group by assets is high-net-worth individuals. By Form ADV it is a wealth manager, ranked 8,279th of 8,915 wealth managers and 15,422nd of 17,210 SEC-registered advisers by assets.
Main office 615-944-7116chamberlainlane.comAs filed on Form ADV
- Regulatory AUM
- $100M
- Rank among wealth managers
- #8,279 of 8,915
- Rank among all SEC RIAs
- #15,422 of 17,210
- Rank in Tennessee
- #210 of 227
- Clients
- 0
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- John A. BrungerElected Manager
- Todd HealyCCO & COO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | – | $100M | 100% |
Disciplinary disclosures
Chamberlain Lane Capital, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗chamberlainlane.com ↗
AtlasMembers
The full record on Chamberlain Lane Capital, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 4,255 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Chamberlain Lane Capital, LLC manage?
Chamberlain Lane Capital, LLC reports $100 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 7, 2026.
What kind of firm is Chamberlain Lane Capital, LLC?
Chamberlain Lane Capital, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Chamberlain Lane Capital, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($100 million).
Does Chamberlain Lane Capital, LLC have any disciplinary history?
Chamberlain Lane Capital, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Chamberlain Lane Capital, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →