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Stephanie Spinner Lang

Homrich Berg

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About Stephanie Spinner Lang

Stephanie Spinner Lang is an investment advisor representative at Homrich Berg. Stephanie has been in the financial services industry since 1998, working in Atlanta. Stephanie holds Series 7 and Series 63 licenses and is also a Chartered Financial Analyst. Stephanie is a member of the investment committees at Mercy Care, the Community Foundation for Greater Atlanta, Kappa Delta, and JP Morgan. Stephanie also serves on the advisory board of iCapital. In addition to her financial advisory work, Stephanie is also the owner of Live Oak Associates, LLC, a rental property company. Stephanie is experienced in providing financial planning services to individuals, families, businesses, investment companies and pooled investment vehicles.

Firm Information

Stephanie Lang is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephanie Lang’s Registration & Firm History

GA

02/23/2023 - Present

Homrich Berg (ATLANTA GA)

GA

07/27/2001 - 02/19/2003

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

GA

01/27/1998 - 07/27/2001

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 11/28/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Spinner Lang.
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