Langley Wealth Management, LLC logo

Langley Wealth Management, LLC

Updated today

Client AUM

$357,769,927

Clients

1,216

Advisors

4

of 9 employees

About

Langley Wealth Management provides wealth management, investment management, and financial planning to individuals, high net worth individuals, trusts, and estates, serving as a fiduciary and managing approximately $370.6 million in client assets with the majority managed on a discretionary basis. The firm charges percentage‑of‑AUM advisory fees and offers portfolio management and related services commonly found among team advisory firms.

The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis to construct portfolios of ETFs, mutual funds, individual stocks and bonds, and it may employ covered options or limited partnership investments when appropriate. Langley Wealth may also use short‑term margin borrowings in managed accounts and conducts periodic account reviews, while allowing clients to place reasonable investment restrictions.

Noteworthy distinctions include that some advisory personnel are also registered representatives of Purshe Kaplan Sterling Investments and licensed insurance professionals, so certain recommendations can be implemented in a separate, commission‑based capacity (a disclosed potential conflict of interest). The firm also has an unusually high client‑to‑advisor ratio — roughly 1,216 clients across four advisors (over 300 clients per advisor) — and maintains an institutional relationship with Raymond James that provides platform and software benefits to the firm.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy

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Fee options

Fixed

Financial planning services may be charged fixed engagement fee; fees negotiable

Percentage

$0+: 0.50% annually +: up to 1.50% annually

Commissions

Some Advisory Persons as Registered Representatives earn commissions separately; also insurance commissions separate from advisory fees

Project-based

Financial planning services may be charged hourly; fees negotiable

Other

Fee-only: Wealth management fees range from 0.50% to 1.50% annually; Financial planning fees charged hourly or fixed engagement fee, negotiable

Main office

605 Foote Street

Corinth MS 38834

Advisors at this office

4

Most active in

Alabama · Arkansas · Florida · Georgia · Mississippi · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brian L

Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Brian Langley is an investment advisor with Langley Wealth Management, LLC in Corinth, MS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Allen C. Ewing & Co., American Wealth Management, Inc., and Hayden Royal, LLC. Outside of advisory work, he is involved in agricultural ventures as a limited partner in farming and cattle operations and is an organizer of an Arkansas land leasing company. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $297 million in assets using ETFs, mutual funds, stocks, bonds, covered options, and limited partnerships, combining fundamental and technical analysis within a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Zeb T

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Zeb Taylor is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. He has previously worked at Purshe Kaplan Sterling Investments, Hayden Royal, LLC, MWA Financial Services Inc., and Modern Woodmen Of America. Outside of his advisory role, Taylor is president of the boards for both the Northeast Mississippi Community College Foundation and Crosswind Ministries. Langley Wealth Management is an SEC-registered adviser providing wealth management, discretionary portfolio management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets and uses a combination of fundamental and technical analysis with a long-term investment orientation, supported by continuous monitoring and formal annual reviews.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Aaron H

CFP®, Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Aaron Hight is a CFP® professional with eight years of industry experience, currently serving as an advisor at Langley Wealth Management, LLC. His prior roles include positions at Haire Wealth Management, LPL Financial LLC, and MML Investors Services, LLC. Outside of advising, he teaches business courses at Blue Mountain College and coaches cross-country at Northeast Mississippi Community College. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm manages approximately $297 million in assets using a combination of fundamental and technical analysis, with a focus on long-term investment strategies and continuous portfolio monitoring.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
user avatar

Pierce L

Series 65

Corinth, MS

Langley Wealth Management, LLC

Pierce Langley is a financial advisor at Langley Wealth Management, LLC in Corinth, MS, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Atmos Energy, Rackley Oil, and Mississippi State University. Langley Wealth Management offers wealth management, investment management, and financial planning services primarily to individuals, high net worth individuals, trusts, and estates. The firm manages approximately $370.6 million in client assets with a long-term investment approach that combines fundamental and technical analysis across a range of securities.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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