Lang Capital

Financial planning in Bluffton, SC

State registeredNo commissions reported

Call (843) 757-9400 Send a message Map ↗

Public-record details

Address: 5 Marianna Way, Suite 102, Bluffton, SC 29910
Phone: (843) 757-9400
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Calibre Investment Management, LLC
CRD number: 281305
Registration: State registered: NC, SC
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees; Other (Selection of Other Advisers Fees)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $106.0 million
Accounts managed: 345
Clients reported (Form ADV 5.D): 152
Individual / high-net-worth clients: 121 / 31
Employees: 5
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-17

State registered (NC, SC) investment adviser, CRD 281305, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 281305 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Bluffton

Coastline Complete Wealth LLC255 New Riverside Village W Way, Unit 202 · Bluffton, SC 29910 · (843) 379-1300 · Financial planningCRD 338227 · % of assets, Hourly charges · $213.6 million AUMSEC registeredNo commissions reported Hilton Head Wealth Advisors, LLC5 Palmetto Cove Court · Bluffton, SC 29910 · (203) 482-0671 · Financial planningCRD 285945 · % of assets, Hourly charges, Fixed fees · $4.2 million AUMState registeredNo commissions reported Metis Wealth Management & Planning LLC5 Red Cedar St, Suite 201 · Bluffton, SC 29910 · (843) 271-6088 · Financial planningCRD 305086 · % of assets, Hourly charges · $114.9 million AUMSEC registeredNo commissions reported Oak Advisors, LLC3 Clark Summit Drive, Suite 201 · Bluffton, SC 29910 · (843) 757-9339 · Financial planningCRD 137192 · % of assets, Hourly charges, Fixed fees · $284.7 million AUMSEC registeredNo commissions reported The Bedminster Group36 William Pope Dr Ste 201 · Bluffton, SC 29909 · (843) 705-5544 · Financial planningCRD 118794 · % of assets, Hourly charges · $199.0 million AUMSEC registeredNo commissions reported Tidal Creek Capital Advisors18 Palmetto Way, Suite B · Bluffton, SC 29910 · (843) 540-1149 · Financial planningCRD 287840 · % of assets · $126.0 million AUMSEC registeredNo commissions reported Van Grouw Advisors, LLC29 Plantation Park Drive, Suite 804 · Bluffton, SC 29910 · (843) 815-6629 · % of assets managedCRD 311173 · % of assets · $68.8 million AUMState registeredNo commissions reported Walls Investment Management Company110 Traders Cross · Bluffton, SC 29909 · (888) 925-5764 · % of assets managedCRD 123440 · % of assets · $55.3 million AUMState registeredNo commissions reported

All 9 in Bluffton →