DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Channel Islands Group

Former SEC-registered adviserCovington, KentuckyCRD 168868SEC 801-80798IAPD
Legal name Lang Advisors LLC
Latest filing Mar 22, 2021
First filing on the tape Dec 19, 2014 · 23 filings
RAUM
$224M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
98%
$221M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$224M as of Mar 19, 2021
Apr 2, 2015$161M then
HNW client RAUM$132M as of Mar 19, 2021
Mar 29, 2018$98.0M then
State-registered IARs (5.B.3)8 as of Mar 19, 2021
Apr 2, 20156 then
Employees (5.A)10 as of Mar 19, 2021
Apr 2, 20158 then
Private funds: no history
RAUM +41% over the last fiscal year-3.0% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Mar 22, 2021; every figure names its basis
RAUM per advisor
$28.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
44derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$288,118derivedRAUM over accounts (5.F.2.f)
Discretionary
91%derivedof RAUM
Institutional
1.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.3derivedItem 5.A over advisors
Advisors per office
4.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+41%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+4.8%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
Custody
$73.7M, 137 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$132M59%
  • Individuals$88.6M39%
  • Charitable organizations$2.4M1.1%
  • Pension and profit-sharing plans$1.3M0.6%
  • Corporations and businesses$72,9130.0%
Individual clients
279reported
HNW clients
70reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
779reported
Financial planning clients
101-250reported
Wrap fee programs
noreported
Custody of client assets
$73.7M for 137 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Minto Robin Lang · Trustee Of Stephan Lang Family Trustcontrol
      since 12/1985 · owns less than 5%
    • Graig Stephan Lang · Managing Director, Trustee Of Stephan Lang Family Trust (Since 12/1985)control
      since 08/2013 · owns less than 5%
    • Selby Tyler Lang · Elected Manager, Member And Chief Compliance Officercontrol
      since 08/2013 · owns 50% to 75%
    • James Thomas Ritter · Director Of Compliancecontrol
      since 02/2019 · owns less than 5%
    • J. Michael Whelan · Chief Financial Officercontrol
      since 10/2019 · owns less than 5%
    • J Michael Snowden · Senior Financial Advisor
      since 07/2014 · owns less than 5%
    Entity owners
    • Stephan Lang Family Trust Dated 12/9/1985 · Member
      direct · owns 25% to 50%
    Related persons
    Schedule D 7.A
    Offices
    Schedule D 1.F, the 25 largest
    • Ventura, CA2 employees
    What changed
    consecutive filings, newest first
    • Accounts · 754 to 779
      Jun 24, 2020 to Mar 19, 2021
    • HNW clients · 62 to 70
      Jun 24, 2020 to Mar 19, 2021
    • Individual clients · 271 to 279
      Jun 24, 2020 to Mar 19, 2021
    • Assets in custody · $56.3M to $73.7M
      Jun 24, 2020 to Mar 19, 2021
    • Discretionary RAUM · $145M to $205M
      Jun 24, 2020 to Mar 19, 2021
    • HNW RAUM · $91.4M to $132M
      Jun 24, 2020 to Mar 19, 2021
    • Individual RAUM · $64.6M to $88.6M
      Jun 24, 2020 to Mar 19, 2021
    • Non-discretionary RAUM · $14.3M to $19.3M
      Jun 24, 2020 to Mar 19, 2021
    • Pension RAUM · $1.8M to $1.3M
      Jun 24, 2020 to Mar 19, 2021
    • RAUM · $160M to $224M
      Jun 24, 2020 to Mar 19, 2021
    • Accounts · 797 to 754
      Jan 6, 2020 to Mar 27, 2020
    • Advisory employees · 5 to 7
      Jan 6, 2020 to Mar 27, 2020
    • Business name · LANG ADVISORS LLC to CHANNEL ISLANDS GROUP
      Jan 6, 2020 to Mar 27, 2020
    • Individual clients · 239 to 271
      Jan 6, 2020 to Mar 27, 2020
    • Assets in custody · $108M to $56.3M
      Jan 6, 2020 to Mar 27, 2020
    • Employees · 9 to 10
      Jan 6, 2020 to Mar 27, 2020
    • Insurance-licensed employees · 2 to 4
      Jan 6, 2020 to Mar 27, 2020
    • State-registered IARs · 6 to 8
      Jan 6, 2020 to Mar 27, 2020
    • Discretionary RAUM · $198M to $145M
      Jan 6, 2020 to Mar 27, 2020
    • HNW RAUM · $112M to $91.4M
      Jan 6, 2020 to Mar 27, 2020
    • Individual RAUM · $81.0M to $64.6M
      Jan 6, 2020 to Mar 27, 2020
    • Non-discretionary RAUM · $0 to $14.3M
      Jan 6, 2020 to Mar 27, 2020
    • Pension RAUM · $2.2M to $1.8M
      Jan 6, 2020 to Mar 27, 2020
    • RAUM · $198M to $160M
      Jan 6, 2020 to Mar 27, 2020
    • Accounts · 1,147 to 797
      Dec 5, 2019 to Jan 6, 2020
    • Advisory employees · 6 to 5
      Dec 5, 2019 to Jan 6, 2020
    • BD registered reps · 2 to 1
      Dec 5, 2019 to Jan 6, 2020
    • HNW clients · 88 to 62
      Dec 5, 2019 to Jan 6, 2020
    • Individual clients · 386 to 239
      Dec 5, 2019 to Jan 6, 2020
    • Pension plan clients · 8.0 to unset
      Dec 5, 2019 to Jan 6, 2020
    • Assets in custody · $224M to $108M
      Dec 5, 2019 to Jan 6, 2020
    • Employees · 10 to 9
      Dec 5, 2019 to Jan 6, 2020
    • Insurance-licensed employees · 0 to 2
      Dec 5, 2019 to Jan 6, 2020
    • Financial planning clients · 251-500 to 101-250
      Dec 5, 2019 to Jan 6, 2020
    • State-registered IARs · 7 to 6
      Dec 5, 2019 to Jan 6, 2020
    • Other offices · 2 to 1
      Dec 5, 2019 to Jan 6, 2020
    • Discretionary RAUM · $259M to $198M
      Dec 5, 2019 to Jan 6, 2020
    • HNW RAUM · $137M to $112M
      Dec 5, 2019 to Jan 6, 2020
    • Individual RAUM · $113M to $81.0M
      Dec 5, 2019 to Jan 6, 2020
    • Pension RAUM · $4.5M to $2.2M
      Dec 5, 2019 to Jan 6, 2020
    Signals
    3 dated events
    • J. Michael Whelan (Chief Financial Officer) appeared on Schedule A of Channel Islands Group
      Dec 4, 2019 · Control person joined · fact
    • James Thomas Ritter (Director Of Compliance) appeared on Schedule A of Channel Islands Group
      Jun 19, 2019 · Control person joined · fact
    • Lang Advisors Llc filed its initial SEC registration (Form ADV)
      Dec 19, 2014 · First SEC registration · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026