What changed

Joined OnePoint BFG's Atlanta office from Lanier Asset Management; had $150 million in AUM as of June 30.

Reported / discovered

Oct 1, 2026

Effective

Not reported

New role

Adviser

Previous role

Not reported

Market

Atlanta, GA

Reported book

$150M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.