Lanier Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lanier Financial Group LLC advises individuals and families as well as corporations (for-profit and nonprofit), trusts, estates and charitable organizations, offering discretionary and non-discretionary portfolio management across taxable, tax‑deferred and tax‑free accounts in addition to comprehensive financial and business planning services. Engagements include management of retirement accounts (401(k), Roth 401(k), SEP IRA, defined benefit plans), IRAs, donor‑advised funds, and planning delivered on an hourly, flat‑fee, or asset‑included basis.
The firm’s investment process blends fundamental, technical and cyclical analysis and implements strategies such as separate managed accounts, dividend-and-income models, and growth models tailored to client goals, risk tolerance, tax status and liquidity needs. Its permitted investment instruments include stocks, bonds, ETFs, currencies, options and warrants, and the brochure discloses use of derivatives in managed accounts and related leverage/counterparty and operational risks (including risks tied to AI/ML used by service providers), with periodic due diligence on vendors.
Noteworthy operational features include that some supervised persons hold insurance licenses and at least one principal works as a Certified Public Accountant in an outside practice, and the firm’s ownership is held through NJH LFG Holdings, LLC. The firm operates with a six‑advisor team managing over $200 million and routinely provides business‑focused planning services (business valuation, sale/transition planning and expert‑witness work), which are less common service emphases among similarly sized advisory teams.
Client services
Expertise
Occupation focus
Fee options
Flat fees available for specific financial planning services; minimum initial planning fee $450
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: Negotiable
$150-$300 per hour (Associate Advisor: $150/hour; Senior Advisor: $275/hour; Expert witness work: $300/hour)
Ongoing service fees for financial plans billed at minimum $50 per month up to 0.50% of base household income or included in Asset Management Fee
Minimum fee: $3,000 per year for asset management fee (minimum annual fee $600 combined asset management and/or planning fee)
Main office
See office490 N. Milledge Avenue
Athens GA 30601
Advisors at this office
5
Offices (2)
Most active in
Florida · Georgia · New Hampshire · Ohio
Also doing business as
Hriczo, Nathan J. · Lanier Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lewis S
Series 66
Athens, GA
Lanier Financial Group LLC
Lewis Scruggs is a financial advisor with Lanier Financial Group LLC in Athens, GA, holding a Series 66 designation and 28 years of industry experience. He previously worked at Synovus Bank and Synovus Securities Inc. from 1998 to 2023. Scruggs is also a licensed independent insurance agent involved in insurance sales. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm customizes portfolios based on client goals and employs various analysis techniques across multiple investment strategies.
Melanie P
Series 65
Lebanon, OH
Lanier Financial Group LLC
Melanie Pozorski is a financial advisor at Lanier Financial Group LLC with four years of industry experience. She holds a Series 65 designation and previously worked at Michael E. Halla & Associates for seven years and Eggers Industries for one year. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm offers customized portfolio management and comprehensive planning, using fundamental, technical, and cyclical analysis across various investment strategies and instruments.
Leah R
Series 66
Athens, GA
Lanier Financial Group LLC
Leah Ruark is a financial advisor at Lanier Financial Group LLC with 24 years of industry experience. She holds the Series 66 designation and has worked extensively with Synovus Bank and Synovus Securities, Inc. Leah is also a licensed independent insurance agent. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm constructs portfolios based on client goals, risk tolerance, tax status, liquidity needs, and investment history, utilizing fundamental, technical, and cyclical analysis across multiple strategies.
Jason J
Series 65
Athens, GA
Lanier Financial Group LLC
Jason Jacobs is a financial advisor at Lanier Financial Group LLC with one year of industry experience. He holds a Series 65 credential and has been involved in a retail business, Catherine Jacobs, LLC, where he serves as CFO. In addition, he works as a technical analyst for the University of Georgia Athletic Association, focusing on baseball games. Lanier Financial Group LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, families, business entities, trusts, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis across a range of investment strategies.
Nathan H
Series 65
Athens, GA
Lanier Financial Group LLC
Nathan Hriczo is a financial advisor with Lanier Financial Group LLC in Athens, GA, holding a Series 65 designation and 14 years of industry experience. He has been with Lanier Financial Group since 2011. Outside of his advisory role, he is involved with Peach Capital Management LLC, a private investment company where he performs portfolio management services on a limited basis. Lanier Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, families, business entities, trusts, and retirement plans. The firm constructs portfolios based on client goals and employs a variety of investment strategies using diverse instruments including stocks, bonds, ETFs, and derivatives when appropriate.
David M
Series 65
Athens, GA
Lanier Financial Group LLC
David Miller is a financial advisor at Lanier Financial Group LLC in Athens, GA, holding a Series 65 credential with three years of industry experience. Prior to joining Lanier Financial Group, he worked at Pathwise CPA Group, DMM Capital, and Rhodes, Young, Black, and Duncan. Outside of his advisory role, he is involved with KDM Realty, LLC, a business unrelated to investments. Lanier Financial Group provides discretionary and non-discretionary investment management and financial planning to individuals, families, business entities, trusts, and retirement plans. The firm tailors portfolios based on client goals, risk tolerance, and other factors, employing a range of investment strategies across multiple asset classes.
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