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.

SEC-registered adviser

Langan Financial Group

No RAUM reportedCamp Hill, PennsylvaniaCRD 342937SEC 801-136832websiteIAPD
Legal name Langan Financial Group LLC
Latest filing Aug 26, 2026
First filing on the tape Jul 15, 2026 · 2 filings
SEC status 120-day approval since Jul 23, 2026
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$0 as of Aug 26, 2026
Jul 15, 2026$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)4 as of Aug 26, 2026
Jul 15, 20264 then
Employees (5.A)12 as of Aug 26, 2026
Jul 15, 202612 then
Private funds: no history
Practice profile
derived from the filing of Aug 26, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.0derivedItem 5.A over advisors
Advisors per office
2.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Wrap fee program
participatesreportedItem 5.I
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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Alexander David LanganCamp Hill, PaAug 18, 202618 y2
Tyler QuinnCamp Hill, PaAug 18, 202611 y2
Harry S ClaypoolCamp Hill, PaAug 18, 202615 y1
Robert John LanganCamp Hill, PaAug 24, 202640 y3
Advisor movement
0 left, 4 joined in 12 months
net +4 in 12 months0 left in 90 days4 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, 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
      • David Alexander Langan · Chief Investment Officercontrol
        since 06/2026 · owns 25% to 50%
      • Quinn Devin Langan · Chief Operating Officercontrol
        since 06/2026 · owns 25% to 50%
      • John Robert Langan · Chief Executive Officercontrol
        since 06/2026 · owns 25% to 50%
      • Taylor Joshua Jones · Chief Compliance Officer
        since 06/2026 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Camp Hill, Pa · principal440
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      One filing, no change to show.
      Signals
      1 dated events
      • 4 advisors left Cambridge Investment Research Advisors, Inc. (Camp Hill, PA) for Langan Financial Group on the same day
        Aug 25, 2026 · Team lift-out · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Business phone
      717-288-1880reportedpublished by the firm, firm site, Sep 16, 2026
      Business phone
      717-773-4085reportedpublished by the firm, firm site, Sep 16, 2026
      Firm profile
      linkedin.com/company/langanfinancialreportedpublic record, Form ADV, Sep 17, 2026
      Website
      langanfinancialgroup.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      717-288-1880reportedpublic record, Form ADV, Aug 26, 2026
      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
      No RAUM reportedderiveda 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