Investment Counselors of Redlands

Jeffrey Lang serves as President and Chief Compliance Officer, per the firm's Form ADV filing dated March 2024. The firm's structure does not separate portfolio management from compliance oversight, meaning Lang maintains direct control over both investment decisions and regulatory adherence. No additional portfolio managers are named in public filings.

The firm's most recent Form ADV indicates it is not required to report a precise AUM figure because regulatory assets remain below the $100 million public disclosure threshold. Altss estimates the AUM band at $100 million to $350 million based on the firm's client count, longevity, and RIA peer benchmarks. No external publication has independently reported a verified AUM number.

No. It is structured as a registered investment advisor (RIA) serving multiple external clients, not as a single-family office. While its client base is small and concentrated, the firm provides advisory services on a commercial basis to unaffiliated individuals and entities, not exclusively to one family's capital.

Public records show a separate entity, Lang Real Estate, sharing the same Redlands address and principal. This suggests an adjacent real estate capability, though Investment Counselors of Redlands does not market real estate advisory as a distinct service line in regulatory filings. Any overlap between the advisory firm's clients and the real estate company is not publicly disclosed.

Regulatory filings report fewer than 100 advisory clients, consistent with a boutique, high-net-worth practice rather than a mass-affluent or institutional platform. The client base is overwhelmingly concentrated in California, with no disclosed presence outside the Inland Empire region.