Stephanie S. Lang

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CRD#: 2935579

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephanie Spinner Lang, who also goes by Stephanie Lynn Spinner, was a registered financial professional .

Stephanie is a previously registered financial professional and started their career in finance in 1998. Stephanie had worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Stephanie Lynn Spinner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MERCY CARE; INVESTMENT COMMITTEE CHAIRPERSON; 01/2018; ONE HOUR A MONTH DURING BUSINESS OR NON-BUSINESS HOURS. I AM A MEMBER OF THE INVESTMENT COMMITTEE. COMMUNITY FOUNDATION FOR GREATER ATLANTA; INVESTMENT COMMITTE MEMBER; 01/2019; ONE HOUR A MONHT DURING BUSINESS OR NON-BUSINESS HOURS. I AM A MEMBER OF THE INVESTMENT COMMITTEE. KAPPA DELTA; INVESTMENT COMMITTEE MEMBER; 01/2022; ONE HOUR A MONTH DURING BUSINESS OR NON-BUSINESS HOURS. I AM A MEMBER OF THE INVESTMENT COMMITTEE. J.P. MORGAN ADVISORY BOARD; ADVISORY BOARD MEMBER; ONE HOUR A MONTH DURING BUSINESS OR NON-BUSIENSS HOURS. I AM A MEMBER OF THE ADVISORY BOARD. iCAPITAL ADVISORY BOARD; ADVISORY BOARD MEMBER; ONE HOUR A MONTH DURING BUSINESS OR NON-BUSINESS HOURS. I AM A MEMBER OF THE ADVISORY BOARD. LIVE OAK ASSOCIATES, LLC; OWNER; NOT INVESTMENT RELATED; LLC CREATED TO RECEIVE RENT FROM A RENTAL PROPERTY; ONE HOUR A MONTH DURING BUSINESS OR NON-BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 23, 2023 - September 2, 2025

HB WEALTH

RIA

CRD#: 316731

ATLANTA, GA

Past

July 27, 2001 - February 19, 2003

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

January 27, 1998 - July 27, 2001

THE ROBINSON-HUMPHREY COMPANY, LLC

CRD#: 723

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HB WEALTH

CRD#: 316731 / SEC#: 801-122595

RIA

Registered Investment Advisory firm - (11/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/28/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/26/1998

General Securities Representative Examination

Current Firm

HB WEALTH

CRD#: 316731 / SEC#: 801-122595

RIA

Registered Investment Advisory firm - (11/5/2021 Approved)

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Contact information

Main Address

3550 Lenox Rd Suite 2700, Atlanta, GA 30326

Mailing Address

Phone number

(404) 264-1400

Established

Firm type

Fiscal year end

# of Employees

215

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOMRICH BERG BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	24,625
AUM (Assets Under Management)	$ 25,880,296,192

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2024	Cover Page	Report
10/23/2023	Cover Page	Report
11/14/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Stephanie S. Lang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HB WEALTH

TRUIST SECURITIES, INC.

THE ROBINSON-HUMPHREY COMPANY, LLC

Primary Firm SEC Registration

HB WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 11/28/2001

Series 7

Date: 1/26/1998

Current Firm

HB WEALTH

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HB WEALTH

TRUST BUT VERIFY

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