DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

LANE HIPPLE - WEALTH MANAGEMENT GROUP

LANE AND ASSOCIATES LLC, CRD 165321

MOORESTOWN, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebd296c8-7e68-bfca-9121-b6b6437043e0

Data as of Feb 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 11
On other graphs: 0
Observed: Aug 1, 2013 to Feb 6, 2025
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $418MItem 5.F on the latest filing (2025-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $397M
Private client RAUM: $390MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,083
Individual clients: 309
High net worth clients: 102
SEC number: 801-112841
CRD: 165321
Filings on the tape: 30
First filed: Aug 1, 2013
Latest filed: Feb 6, 2025
Organised: Limited Liability Company, NJ

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HIPPLE, ANDREW, C	Partner	C	yes	01/2019	Mar 31, 2019	Dec 5, 2024
LANE, THOMAS, ANDREW	MANAGING PARTNER, CCO	C	yes	09/2003	Aug 1, 2013	Dec 5, 2024
LANE, THOMAS, ANDREW	VICE PRESIDENT	C	yes	01/2019	Mar 31, 2019	Dec 5, 2024
Stringer, Michael, Thomas	CHIEF OPERATING OFFICER	Na	yes	03/2022	Mar 23, 2023	Dec 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
IMPACT RETIREMENT GROUP LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Feb 6, 2025	$418M	$397M	8	5	0	n/a	n/a
2023	Feb 23, 2024	$314M	$293M	7	4	0	n/a	n/a
2022	Mar 23, 2023	$256M	$229M	7	4	0	n/a	n/a
2021	Mar 31, 2022	$271M	$245M	6	4	0	n/a	n/a
2020	Mar 31, 2021	$226M	$202M	5	3	0	n/a	n/a
2019	Apr 2, 2020	$176M	$160M	5	3	0	n/a	n/a
2018	Mar 31, 2019	$144M	$129M	7	4	0	n/a	n/a
2015	Mar 24, 2016	$130M	$127M	6	4	n/a	n/a	n/a
2014	Mar 20, 2015	$256M	$202M	11	7	n/a	n/a	n/a
2013	Mar 27, 2014	$235M	$168M	11	7	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	5	-5	n/a	0	0	0	0	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$418M	$314M	33.3%	$271M	15.5%	8	7	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MONETA GROUP INVESTMENT ADVISORS, LLC	5	Dec 31, 2025	Sep 8, 2025	MOORESTOWN, NJ	Firm absorbed	RIA to RIA	100.0%
REDWOOD WEALTH MANAGEMENT GROUP, LLC	2	Dec 22, 2015	Dec 4, 2015	MOORESTOWN, NJ	Team lift out	Other	25.0%

Relationships

Registered with (11)

← THOMAS ANDREW LANEAdvisorregistration: previous registration
Oct 1, 2013 to Dec 31, 2025factForm ADV
← ANDREW C HIPPLEAdvisorregistration: previous registration
Oct 29, 2013 to Dec 31, 2025factForm ADV
← THOMAS ANDREW LANEAdvisorregistration: previous registration
Oct 31, 2013 to Dec 31, 2025factForm ADV
← GREGORY HAYES READINGAdvisorregistration: previous registration
Jun 21, 2021 to Dec 31, 2025factForm ADV
← Emily Rose MulliganAdvisorregistration: previous registration
Dec 11, 2024 to Dec 31, 2025factForm ADV
← DAREK KOLEDAAdvisorregistration: previous registration
Nov 14, 2017 to Dec 3, 2020factForm ADV
← TIMOTHY JUDE FEENEYAdvisorregistration: previous registration
Oct 1, 2013 to May 2, 2017factForm ADV
← WILLIAM SAPP MERRIKENAdvisorregistration: previous registration
Nov 30, 2015 to Sep 28, 2016factForm ADV
← VAUGHN RAYE SCHILLAdvisorregistration: previous registration
Oct 1, 2013 to Feb 22, 2016factForm ADV
← SAMUEL CLAY BRIDGERSAdvisorregistration: previous registration
Oct 1, 2013 to Dec 22, 2015factForm ADV
← JOSHUA WOODFORDAdvisorregistration: previous registration
Oct 1, 2013 to Dec 22, 2015factForm ADV

Moved with (2)

→ MONETA GROUP INVESTMENT ADVISORS, LLCRegistered adviser5 advisors, firm absorbed, same day
Dec 31, 2025 to Sep 8, 2025factForm ADV
→ REDWOOD WEALTH MANAGEMENT GROUP, LLCRegistered adviser2 advisors, team lift out, same day
Dec 22, 2015 to Dec 4, 2015factForm ADV

Controls (3)

← LANE, THOMAS, ANDREWOwnerMANAGING PARTNER, CCO, ownership code C, individual
Aug 1, 2013 to Dec 5, 2024factForm ADV
← HIPPLE, ANDREW, COwnerPARTNER, ownership code C, individual
Mar 31, 2019 to Dec 5, 2024factForm ADV
← Stringer, Michael, ThomasOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 23, 2023 to Dec 5, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Firm absorbed
Lane Hipple - Wealth Management Group's advisors moved to Moneta Group Investment Advisors, LLC (Moorestown, NJ): 5 of 5 registered, on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Gregory Hayes Reading left Lane Hipple - Wealth Management Group for Moneta Group Investment Advisors, Llc (registered 2025-09-04)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Emily Rose Mulligan left Lane Hipple - Wealth Management Group for Moneta Group Investment Advisors, Llc (registered 2025-09-08)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Thomas Andrew Lane left Lane Hipple - Wealth Management Group for Moneta Group Investment Advisors, Llc (registered 2025-08-27)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Thomas Andrew Lane left Lane Hipple - Wealth Management Group for Moneta Group Investment Advisors, Llc (registered 2025-08-27)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Andrew C Hipple left Lane Hipple - Wealth Management Group for Moneta Group Investment Advisors, Llc (registered 2025-09-08)
Form ADVobserved 4 days ago
Occurred
Feb 6, 2025
Regulatory AUM changed
Lane Hipple - Wealth Management Group reported RAUM $418.5M, up 33% from $313.9M (2025-01-09 to 2025-02-06)
Form ADVobserved 4 days ago
$105M
Occurred
Mar 23, 2023
Control person joined
Thomas Michael Stringer (Chief Operating Officer) appeared on Schedule A of Lane Hipple - Wealth Management Group
Form ADVobserved 4 days ago
Occurred
Mar 31, 2019
Control person joined
C Andrew Hipple (Partner) appeared on Schedule A of Lane Hipple - Wealth Management Group
Form ADVobserved 4 days ago
Occurred
Mar 15, 2018
First Form ADV filing
Lane Hipple - Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Lane Hipple - Wealth Management Group no longer on the SEC adviser roster (last listed 2025-12-20, RAUM $418.5M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebd296c8-7e68-bfca-9121-b6b6437043e0
First observed: Aug 1, 2013
Last observed: Feb 6, 2025 19 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LANE HIPPLE - WEALTH MANAGEMENT GROUP

LANE AND ASSOCIATES LLC, CRD 165321

MOORESTOWN, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebd296c8-7e68-bfca-9121-b6b6437043e0

Data as of Feb 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:41 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HIPPLE, ANDREW, C

Partner

yes

01/2019

Mar 31, 2019

Dec 5, 2024

LANE, THOMAS, ANDREW

MANAGING PARTNER, CCO

yes

09/2003

Aug 1, 2013

Dec 5, 2024

LANE, THOMAS, ANDREW

VICE PRESIDENT

yes

01/2019

Mar 31, 2019

Dec 5, 2024

Stringer, Michael, Thomas

CHIEF OPERATING OFFICER

yes

03/2022

Mar 23, 2023

Dec 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IMPACT RETIREMENT GROUP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 6, 2025

$418M

$397M

n/a

2023

Feb 23, 2024

$314M

$293M

n/a

2022

Mar 23, 2023

$256M

$229M

n/a

2021

Mar 31, 2022

$271M

$245M

n/a

2020

Mar 31, 2021

$226M

$202M

n/a

2019

Apr 2, 2020

$176M

$160M

n/a

2018

Mar 31, 2019

$144M

$129M

n/a

2015

Mar 24, 2016

$130M

$127M

n/a

2014

Mar 20, 2015

$256M

$202M

n/a

2013

Mar 27, 2014

$235M

$168M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-5

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$418M

$314M

33.3%

$271M

15.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MONETA GROUP INVESTMENT ADVISORS, LLC

Dec 31, 2025

Sep 8, 2025

MOORESTOWN, NJ

Firm absorbed

RIA to RIA

100.0%

REDWOOD WEALTH MANAGEMENT GROUP, LLC

Dec 22, 2015

Dec 4, 2015

MOORESTOWN, NJ

Team lift out

Other

25.0%