Hunt Valley, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lanark Financial, Inc.
Multi-team
Firm-wide stats for Lanark Financial, Inc.
About
Lanark Financial provides investment management, financial planning, and related advisory services to individuals (including high-net-worth clients), retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through ProAM, APS, Envestnet and several RBC-sponsored IA programs.
Lanark evaluates client circumstances through a Client Profile and delivers advice via a mix of discretionary and non-discretionary arrangements, with roughly $795 million managed discretionary and $989 million managed non-discretionary as of December 31, 2025. The firm acts as a program sponsor and uses third‑party and affiliated sub‑advisers, overlay managers, and model portfolios, and it offers optional services such as tax overlay management and personal conviction overlay screens on UMA and model-based accounts.
Distinctive features noted in the brochure include dual registration as a FINRA‑member broker‑dealer and registered investment adviser (SIPC member), the operation of an affiliated investment‑management division (Lanark Asset Management), and an affiliated advisory firm (Financial Advisory Partners). The brochure also discloses prior regulatory settlement activity involving NBC Securities related to mutual fund share‑class disclosure and 12b‑1 fees (disgorgement and prejudgment interest of $393,491.51 plus $32,628.32), and describes brokerage‑side activities and compensation practices (including commissionable insurance and interest‑sharing on cash sweep programs) that can create conflicts of interest distinct from many peer multi‑team advisory firms.
Based on Lanark Financial, Inc.
Expertise
Based on Lanark Financial, Inc.
Location
6 North Park Drive, Suite 106
Hunt Valley MD 21030
Advisors at this office
3
Advisors at this office
Bruce B
Series 63, Series 65
Hunt Valley, MD
Lanark Financial, Inc.
Bruce Betz is a financial advisor at Lanark Financial, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities, Inc. since 2013. Lanark Financial provides investment management, financial planning, and related advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through several platforms.
David T
Series 63, Series 65
Hunt Valley, MD
Lanark Financial, Inc.
David Taylor is a financial advisor at Lanark Financial, Inc. based in Hunt Valley, MD, with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with NBC Securities, Inc. since 2013. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms, utilizing both discretionary and non-discretionary arrangements.
Gayle D
Series 63, Series 65
Hunt Valley, MD
Lanark Financial, Inc.
Gayle Dilla is a financial advisor at Lanark Financial, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NBC Securities Inc. for nine years and UBS Financial Services Inc. for four years. Outside of her advisory role, she assists with bookkeeping and data entry for family-related small businesses. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through several platforms, employing both discretionary and non-discretionary investment approaches.
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