Pete A. Lang

LANG CAPITAL

Bluffton, SC 29910

Some features on this profile are disabled

CRD#: 5873950

Professional summary

Pete Alexander Lang is a registered financial advisor currently at LANG CAPITAL located in Bluffton, South Carolina.

Pete is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Pete has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

(1) CLEBOURNE HOLDINGS, LLC--NON-INVESTMENT RELATED--111 CLEBOURNE ST., STE 200, FORT MILL, SC 29715--2 HOURS/MONTH--MEMBER OF LLC WHICH HOLDS A SINGLE OFFICE BUILDING.(2) DAUFUSKIE ISLAND HOLDINGS, LLC--NON-INVESTMENT RELATED--111 CLEBOURNE ST., STE 200, FORT MILL, SC 29715--5 HOURS/MONTH--MANAGER OF LLC WHICH HOLDS UNDEVELOPED LAND. (3) LANG CAPITAL, LLC--INVESTMENT RELATED--111 CLEBOURNE ST., SUITE 200, FORT MILL, SC 29715--CAPITAL MANAGEMENT & ADVISORY SERVICES--OWNER & PRESIDENT SINCE 01/1996--80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS--DUTIES INCLUDE MANAGEMENT OF VARIOUS ASSET CLASSES INCLUDING HOLDING ENTITIES THEREOF, ADVISORY SERVICES RELATING TO FEDERAL AND STATE TAXATION, CAPITAL PRESERVATION AND DISTRIBUTION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pete Alexander Lang's CRS (Customer Relationship Summary).

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

Current

October 16, 2015 - Present

LANG CAPITAL

Office #1: 5 Marianna Way, Suite 102, Bluffton, SC 29910

RIA

CRD#: 281305

Bluffton, SC

Past

February 5, 2015 - November 6, 2015

VANN EQUITY MANAGEMENT LLC

RIA

CRD#: 174239

BLUFFTON, SC

Past

January 4, 2011 - February 4, 2015

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

FORT MILL, SC

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(6/9/2025)

IAR

South Carolina
(10/16/2015)

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

IAR

Series 65

Date: 11/22/2010

Uniform Investment Adviser Law Examination

Current Firm

LANG CAPITAL

CALIBRE INVESTMENT MANAGEMENT, LLC | LANG CAPITAL

CRD#: 281305 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/10/2025 Approved)

South Carolina

Registered Investment Advisory firm - (10/15/2015 Approved)

Texas

Registered Investment Advisory firm - (10/9/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5 Marianna Way, Suite 102, Bluffton, SC 29910

Mailing Address

Phone number

(843) 757-9400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	344
AUM (Assets Under Management)	$ 103,000,000

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.

Similar Advisors

Andrew Sbardella

EQUITABLE ADVISORS, LLC

IAR

Charlotte, NC

David Smith

FALCON WEALTH PLANNING, INC.

ONTARIO, CA

Kevin Harrell

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Reno, NV

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Pete A. Lang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pete Alexander Lang's CRS (Customer Relationship Summary).

Certified licenses

Experience

LANG CAPITAL

VANN EQUITY MANAGEMENT LLC

HORTER INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2010

Current Firm

LANG CAPITAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LANG CAPITAL

TRUST BUT VERIFY

Similar Advisors