# Lander & Associates

Lander & Associates is a Bank / Wealth / Trust based in Oak Hill, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oak Hill, United States
- **Region:** North America
- **Address:** Oak Hill, WV, United States
- **Assets under management:** Undisclosed
- **Website:** landerassoc.com

## Regulatory record

- **CRD number:** 110703
- **SEC file number:** 801-111968
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110703

## About

Lander & Associates is an SEC-registered investment adviser since 2017. The firm manages $191 million in regulatory assets. It has one employee and one investment adviser.

## Sectors

- Wealth Management
- Financial Services

## People

- Rex Lander — Owner

## Questions

### Who runs investment decisions at Lander & Associates?

Rex Lander, the firm's owner, is the sole decision-maker for client portfolios. As a Certified Financial Planner, he operates under a fiduciary standard and provides individualized advice rather than centralized model portfolios.

### How does Lander & Associates source clients?

The firm relies on local reputation, referrals, and community presence in the Oak Hill area. Unlike national wealth platforms, it does not advertise nationally or source clients through employer retirement-plan relationships. Its client base reflects decades of operation in Fayette County and surrounding communities.

### What is the firm's approach to portfolio construction?

Portfolios are built using traditional asset classes — equities, fixed income, mutual funds, and insurance-based products — tailored to individual client goals, risk tolerance, and retirement timelines. The firm does not operate proprietary pooled investment vehicles or alternatives programs.

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- [R.L.K. Advisory Group](https://altss.com/profile/rlk-advisory-group)
- [D & P Investment Advisors](https://altss.com/profile/d-and-p-investment-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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