# Douglas C. Lane & Associates

Douglas C. Lane & Associates is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** www.dclainc.com
- **LinkedIn:** https://www.linkedin.com/company/douglas-c-lane-&-associates-inc-

## Regulatory record

- **CRD number:** 282563
- **SEC file number:** 801-107161
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282563

## About

Douglas C. Lane & Associates was recorded as an asset owner with a wealth manager description. No founding year or principal names appear in available records. The firm maintains its headquarters in New York. No asset classes, portfolio companies, or geographic deployments beyond the United States headquarters are documented. No team size, additional offices, or dated operational events from the last 24 months are available. No adjacent vehicles or philanthropic structures surface in the record. The firm shows no disclosed structural differentiator such as a hybrid mandate or succession detail.

## Sectors

- Wealth Management

## People

- Kelleen Kiely — Portfolio Manager/Equity Analyst
- Daniel Meneses — Portfolio Manager/Equity Analyst
- Kevin Walden — Portfolio Manager/Equity Analyst
- Kaitlin Weidner — Portfolio Manager/Equity Analyst
- Frasier Esty — Senior Wealth Advisor
- Cole Hansen — Senior Wealth Advisor
- Jeremy Wittenberg — Senior Wealth Advisor
- Michael Jensen — Wealth Advisor

## Questions

### Who runs investment decisions at Douglas C. Lane & Associates?

Investment decisions are distributed across a bench of CFA charterholders — Kelleen Kiely, Daniel Meneses, Kevin Walden, and Kaitlin Weidner — who each act as Portfolio Manager and Equity Analyst. There is no single Chief Investment Officer. The firm's philosophy assigns lead portfolio-manager responsibility for each client relationship, which means asset allocation and security selection are handled by the same professional, not a bifurcated research/PM structure.

### How does DCLA source its investment ideas?

DCLA runs a proprietary equity-research process, with the named portfolio managers performing their own fundamental analysis and security selection for client accounts. The firm does not disclose a specific external-manager research function or dedicated fund-of-funds team, and its marketing materials emphasize internal expertise over third-party sourcing. There is no published co-investment network or club-deal activity.

### How does DCLA incorporate financial planning into its investment management?

The firm staffs both senior and associate wealth advisors — including CFP, ChFC and CRPC designees — alongside its investment team. DCLA presents a single-relationship model where portfolio management and wealth planning are delivered by the firm under one brand, rather than referring clients to external planning partners. The firm identifies tax-aware investing and estate planning as integrated services, though it does not publish the specific cost structure for each service line.

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Last updated: 2026-07-06T00:32:55.705Z

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