LANEVE FINANCIAL GUIDANCE LLC

LANEVE FINANCIAL GUIDANCE LLC of LYNCHBURG, VA is an SEC-registered investment adviser (CRD 152697). Regulatory assets under management: $111.9M.

Registration

• CRD: 152697
• SEC file number: 801-132335
• Type: Registered investment adviser
• Location: 3831 OLD FOREST ROAD, SUITE 6, LYNCHBURG, VA, 24501
• Phone: (434) 455-3036
• Latest filing: 2025-05-21
• Regulatory AUM: $111.9M
• Discretionary AUM: $111.0M
• Non-discretionary AUM: $847K
• Clients: 1
• Accounts: 293

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152697 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search